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Legacy Capital Group California’s Upstart Holdings UPST Stock Holding History

Legacy Capital Group California’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
-20,588
Closed -$1.05M – 363
2025
Q3 		$1.05M Sell
20,588
-215
-1% -$15.1K 0.27% 96
2025
Q2 		$1.35M Buy
+20,803
New +$1.02M 0.37% 56
2025
Q1 		– Sell
-33,704
Closed -$2.08M – 362
2024
Q4 		$2.08M Sell
33,704
-476
-1% -$29.7K 0.63% 22
2024
Q3 		$1.37M Sell
34,180
-186
-0.5% -$6.19K 0.45% 43
2024
Q2 		$811K Sell
34,366
-1,465
-4% -$35.4K 0.29% 98
2024
Q1 		$963K Sell
35,831
-928
-3% -$27.4K 0.36% 76
2023
Q4 		$1.5M Buy
36,759
+3,001
+9% +$91.4K 0.58% 29
2023
Q3 		$963K Buy
33,758
+599
+2% +$24.1K 0.41% 61
2023
Q2 		$1.19M Buy
+33,159
New +$763K 0.49% 41

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 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 $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Legacy Capital Group California's UPST Position: Q4 2025 in Review

Legacy Capital Group California sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 20,588 shares — an estimated $1.05M sold.

Legacy Capital Group California first reported a position in UPST in Q2 2023 and held it in 9 quarters. The position peaked at $2.08M in Q4 2024. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Legacy Capital Group California reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 20,588 Upstart Holdings shares in Q4 2025, an estimated $1.05M.
  • Legacy Capital Group California first reported a position in Upstart Holdings in Q2 2023 and held it in 9 quarters.
  • Legacy Capital Group California's Upstart Holdings position peaked at $2.08M in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.