Mach-1 Financial Group’s Upstart Holdings UPST Stock Holding History

Mach-1 Financial Group’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 Q2	–	Sell	-5,274	Closed	-$243K	–	305
2025 Q1	$243K	Buy	+5,274	New	+$328K	0.07%	234
2022 Q4	–	Sell	-17	Closed	–	–	442
2022 Q3	$0	Hold	17	–	–	﹤0.01%	436
2022 Q2	$0	Hold	17	–	–	﹤0.01%	441
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	198
2021 Q4	$2K	Buy	+17	New	+$4.25K	﹤0.01%	217

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Mach-1 Financial Group's UPST Position: Q2 2025 in Review

Mach-1 Financial Group sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 5,274 shares — an estimated $243K sold.

Mach-1 Financial Group first reported a position in UPST in Q4 2021 and held it in 5 quarters. The position peaked at $243K in Q1 2025. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Mach-1 Financial Group reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
Mach-1 Financial Group sold 5,274 Upstart Holdings shares in Q2 2025, an estimated $243K.
Mach-1 Financial Group first reported a position in Upstart Holdings in Q4 2021 and held it in 5 quarters.
Mach-1 Financial Group's Upstart Holdings position peaked at $243K in Q1 2025.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Mach-1 Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.