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Optimum Investment Advisors’s Upstart Holdings UPST Stock Holding History

Optimum Investment Advisors’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
Q3 		$20.8K Sell
410
-100
-20% -$7.04K 0.01% 436
2025
Q2 		$33K Hold
510
– – 0.01% 387
2025
Q1 		$23.5K Buy
510
+300
+143% +$18.6K 0.01% 424
2024
Q4 		$12.9K Sell
210
-100
-32% -$6.23K 0.01% 481
2024
Q3 		$12.4K Hold
310
– – 0.01% 512
2024
Q2 		$7.31K Hold
310
– – ﹤0.01% 545
2024
Q1 		$8.34K Sell
310
-250
-45% -$7.39K ﹤0.01% 536
2023
Q4 		$22.9K Hold
560
– – 0.01% 430
2023
Q3 		$16K Hold
560
– – 0.01% 497
2023
Q2 		$20.1K Hold
560
– – 0.01% 476
2023
Q1 		$8.9K Hold
560
– – ﹤0.01% 577
2022
Q4 		$7.4K Hold
560
– – ﹤0.01% 594
2022
Q3 		$12K Hold
560
– – 0.01% 568
2022
Q2 		$18K Sell
560
-200
-26% -$11.9K 0.01% 533
2022
Q1 		$83K Buy
760
+35
+5% +$4.03K 0.04% 342
2021
Q4 		$110K Buy
725
+565
+353% +$141K 0.04% 323
2021
Q3 		$51K Sell
160
-300
-65% -$59.2K 0.02% 452
2021
Q2 		$57K Buy
460
+360
+360% +$44.3K 0.02% 477
2021
Q1 		$13K Buy
+100
New +$7.67K ﹤0.01% 738

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Optimum Investment Advisors's UPST Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Upstart Holdings (UPST) stake by 20% in Q3 2025, selling an estimated $7.04K and leaving 410 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #436.

Optimum Investment Advisors first reported a position in UPST in Q1 2021 and has held it in 19 quarters since. The position peaked at $110K in Q4 2021. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Optimum Investment Advisors held 410 shares of Upstart Holdings worth $20.8K as of Q3 2025.
  • Optimum Investment Advisors sold 100 Upstart Holdings shares in Q3 2025, an estimated $7.04K.
  • Upstart Holdings made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #436 holding.
  • Optimum Investment Advisors first reported a position in Upstart Holdings in Q1 2021 and has held it in 19 quarters since.
  • Optimum Investment Advisors's Upstart Holdings position peaked at $110K in Q4 2021.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.