NorthRock Partners’s Upstart Holdings UPST Stock Holding History

NorthRock Partners’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	-4,530	Closed	-$230K	–	901
2025 Q3	$230K	Buy	+4,530	New	+$319K	﹤0.01%	778

Other funds holding UPST

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NorthRock Partners's UPST Position: Q4 2025 in Review

NorthRock Partners sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 4,530 shares — an estimated $230K sold.

NorthRock Partners first reported a position in UPST in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

NorthRock Partners reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 4,530 Upstart Holdings shares in Q4 2025, an estimated $230K.
NorthRock Partners first reported a position in Upstart Holdings in Q3 2025 and held it in 1 quarter.
NorthRock Partners's Upstart Holdings position peaked at $230K in Q3 2025.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.