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O'Shaughnessy Asset Management’s Upstart Holdings UPST Stock Holding History

O'Shaughnessy Asset 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
-5,865
Closed -$298K – 2751
2025
Q3 		$298K Buy
5,865
+745
+15% +$52.4K ﹤0.01% 1748
2025
Q2 		$331K Sell
5,120
-444
-8% -$21.8K ﹤0.01% 1585
2025
Q1 		$256K Buy
5,564
+345
+7% +$21.4K ﹤0.01% 1667
2024
Q4 		$321K Buy
+5,219
New +$325K ﹤0.01% 1488
2021
Q4 		– Sell
-103
Closed -$33K – 2432
2021
Q3 		$33K Buy
+103
New +$20.3K ﹤0.01% 1798

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
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 $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

O'Shaughnessy Asset Management's UPST Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 5,865 shares — an estimated $298K sold.

O'Shaughnessy Asset Management first reported a position in UPST in Q3 2021 and held it in 5 quarters. The position peaked at $331K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 5,865 Upstart Holdings shares in Q4 2025, an estimated $298K.
  • O'Shaughnessy Asset Management first reported a position in Upstart Holdings in Q3 2021 and held it in 5 quarters.
  • O'Shaughnessy Asset Management's Upstart Holdings position peaked at $331K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.