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Lindbrook Capital’s Upstart Holdings UPST Stock Holding History

Lindbrook Capital’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
Q1 		$11.7K Sell
254
-26
-9% -$1.62K ﹤0.01% 1586
2024
Q4 		$17.2K Buy
280
+16
+6% +$997 ﹤0.01% 1365
2024
Q3 		$10.6K Sell
264
-55
-17% -$1.83K ﹤0.01% 1643
2024
Q2 		$7.53K Buy
319
+108
+51% +$2.61K ﹤0.01% 1789
2024
Q1 		$5.67K Sell
211
-122
-37% -$3.61K ﹤0.01% 1843
2023
Q4 		$13.6K Buy
333
+103
+45% +$3.14K ﹤0.01% 1380
2023
Q3 		$6.56K Buy
230
+44
+24% +$1.77K ﹤0.01% 1637
2023
Q2 		$6.66K Buy
186
+82
+79% +$1.89K ﹤0.01% 1669
2023
Q1 		$1.65K Buy
+104
New +$1.75K ﹤0.01% 2323
2022
Q4 		– Sell
-11
Closed – – 3018
2022
Q3 		$0 Buy
+11
New +$296 ﹤0.01% 2920
2022
Q2 		– Sell
-4
Closed – – 2783
2022
Q1 		$0 Buy
+4
New +$461 ﹤0.01% 2619
2021
Q4 		– Sell
-110
Closed -$35K – 2206
2021
Q3 		$35K Buy
+110
New +$21.7K 0.01% 551

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lindbrook Capital's UPST Position: Q1 2025 in Review

Lindbrook Capital reduced its Upstart Holdings (UPST) stake by 9.3% in Q1 2025, selling an estimated $1.62K and leaving 254 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Lindbrook Capital first reported a position in UPST in Q3 2021 and has held it in 12 quarters since. The position peaked at $35K in Q3 2021. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Lindbrook Capital held 254 shares of Upstart Holdings worth $11.7K as of Q1 2025.
  • Lindbrook Capital sold 26 Upstart Holdings shares in Q1 2025, an estimated $1.62K.
  • Upstart Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1586 holding.
  • Lindbrook Capital first reported a position in Upstart Holdings in Q3 2021 and has held it in 12 quarters since.
  • Lindbrook Capital's Upstart Holdings position peaked at $35K in Q3 2021.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.