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New York Life Investment Management’s Upstart Holdings UPST Stock Holding History

New York Life Investment 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
Q4 		– Sell
-8,487
Closed -$431K – 855
2025
Q3 		$431K Buy
+8,487
New +$597K ﹤0.01% 785

Other funds holding UPST

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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 $1.88T 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 $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

New York Life Investment Management's UPST Position: Q4 2025 in Review

New York Life Investment Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 8,487 shares — an estimated $431K sold.

New York Life Investment Management first reported a position in UPST in Q3 2025 and held it in 1 quarter. The position peaked at $431K in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • New York Life Investment Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • New York Life Investment Management sold 8,487 Upstart Holdings shares in Q4 2025, an estimated $431K.
  • New York Life Investment Management first reported a position in Upstart Holdings in Q3 2025 and held it in 1 quarter.
  • New York Life Investment Management's Upstart Holdings position peaked at $431K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.