LBWM
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Left Brain Wealth Management’s Upstart Holdings UPST Stock Holding History

Left Brain Wealth Management’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
Q3 		– Sell
-6,600
Closed -$427K – 110
2025
Q2 		$427K Sell
6,600
-1,570
-19% -$77K 0.15% 71
2025
Q1 		$376K Sell
8,170
-3,500
-30% -$218K 0.16% 69
2024
Q4 		$719K Buy
+11,670
New +$727K 0.27% 55

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 $12.1B AUM 109.57% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Left Brain Wealth Management's UPST Position: Q3 2025 in Review

Left Brain Wealth Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 6,600 shares — an estimated $427K sold.

Left Brain Wealth Management first reported a position in UPST in Q4 2024 and held it in 3 quarters. The position peaked at $719K in Q4 2024. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Left Brain Wealth Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 6,600 Upstart Holdings shares in Q3 2025, an estimated $427K.
  • Left Brain Wealth Management first reported a position in Upstart Holdings in Q4 2024 and held it in 3 quarters.
  • Left Brain Wealth Management's Upstart Holdings position peaked at $719K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Left Brain Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.