Old Mission Capital’s Upstart Holdings UPST Stock Holding History

Old Mission 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 Q4	–	Sell	-17,255	Closed	-$877K	–	1277
2025 Q3	$877K	Buy	+17,255	New	+$1.21M	0.02%	504

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 $6.76B AUM 88.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Old Mission Capital's UPST Position: Q4 2025 in Review

Old Mission Capital sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 17,255 shares — an estimated $877K sold.

Old Mission Capital first reported a position in UPST in Q3 2025 and held it in 1 quarter. The position peaked at $877K in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

Old Mission Capital reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 17,255 Upstart Holdings shares in Q4 2025, an estimated $877K.
Old Mission Capital first reported a position in Upstart Holdings in Q3 2025 and held it in 1 quarter.
Old Mission Capital's Upstart Holdings position peaked at $877K in Q3 2025.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.