Pacifica Partners’s Upstart Holdings UPST Stock Holding History

Pacifica 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	-44	Closed	-$2.29K	–	514
2025 Q3	$2.29K	Hold	44	–	–	﹤0.01%	453
2025 Q2	$2.79K	Hold	44	–	–	﹤0.01%	449
2025 Q1	$1.7K	Hold	44	–	–	﹤0.01%	460
2024 Q4	$2.67K	Hold	44	–	–	﹤0.01%	421
2024 Q3	$1.76K	Hold	44	–	–	﹤0.01%	462
2024 Q2	$1.01K	Hold	44	–	–	﹤0.01%	498
2024 Q1	$1.15K	Hold	44	–	–	﹤0.01%	480
2023 Q4	$1.45K	Hold	44	–	–	﹤0.01%	505
2023 Q3	$1.18K	Hold	44	–	–	﹤0.01%	492
2023 Q2	$1.71K	Hold	44	–	–	﹤0.01%	434
2023 Q1	$744	Sell	44 -25	-36%	-$421	﹤0.01%	465
2022 Q4	$856	Sell	69 -15	-18%	-$290	﹤0.01%	443
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	447
2022 Q2	$3K	Buy	+84	New	+$5K	﹤0.01%	419

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

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 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pacifica Partners's UPST Position: Q4 2025 in Review

Pacifica Partners sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 44 shares — an estimated $2.29K sold.

Pacifica Partners first reported a position in UPST in Q2 2022 and held it in 14 quarters. The position peaked at $3K in Q2 2022. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

Pacifica Partners reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
Pacifica Partners sold 44 Upstart Holdings shares in Q4 2025, an estimated $2.29K.
Pacifica Partners first reported a position in Upstart Holdings in Q2 2022 and held it in 14 quarters.
Pacifica Partners's Upstart Holdings position peaked at $3K in Q2 2022.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Pacifica Partners's 13F filing for Q4 2025, filed 9 Jan 2026.