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Joel Isaacson & Co’s Upstart Holdings UPST Stock Holding History

Joel Isaacson & Co’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,000
Closed -$203K – 473
2025
Q3 		$203K Hold
4,000
– – 0.01% 427
2025
Q2 		$259K Buy
+4,000
New +$196K 0.01% 363

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Joel Isaacson & Co's UPST Position: Q4 2025 in Review

Joel Isaacson & Co sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 4,000 shares — an estimated $203K sold.

Joel Isaacson & Co first reported a position in UPST in Q2 2025 and held it in 2 quarters. The position peaked at $259K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Joel Isaacson & Co reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 4,000 Upstart Holdings shares in Q4 2025, an estimated $203K.
  • Joel Isaacson & Co first reported a position in Upstart Holdings in Q2 2025 and held it in 2 quarters.
  • Joel Isaacson & Co's Upstart Holdings position peaked at $259K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Joel Isaacson & Co's 13F filing for Q4 2025, filed 30 Jan 2026.