Oliver Lagore Vanvalin Investment Group’s Upstart Holdings UPST Stock Holding History

Oliver Lagore Vanvalin Investment 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	$43	Buy	+1	New	+$49	﹤0.01%	650
2024 Q4	$57	Hold	1	–	–	﹤0.01%	675
2024 Q3	$37	Buy	+1	New	+$33	﹤0.01%	674
2022 Q4	–	Sell	-150	Closed	-$3K	–	771
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	508
2022 Q2	$5K	Buy	150 +71	+90%	+$4.23K	﹤0.01%	426
2022 Q1	$11K	Buy	+79	New	+$9.1K	0.01%	324

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

Oliver Lagore Vanvalin Investment Group's UPST Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Upstart Holdings (UPST) in Q2 2025: 1 share worth $43. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UPST as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UPST in Q1 2022 and has held it in 6 quarters since. The position peaked at $11K in Q1 2022. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1 share of Upstart Holdings worth $43 as of Q2 2025.
Upstart Holdings was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Upstart Holdings made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #650 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Upstart Holdings in Q1 2022 and has held it in 6 quarters since.
Oliver Lagore Vanvalin Investment Group's Upstart Holdings position peaked at $11K in Q1 2022.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.