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Perennial Investment Advisors’s Upstart Holdings UPST Stock Holding History

Perennial 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
Q4 		– Sell
-4,590
Closed -$233K – 533
2025
Q3 		$233K Buy
4,590
+50
+1% +$3.52K 0.02% 423
2025
Q2 		$294K Sell
4,540
-80
-2% -$3.92K 0.03% 352
2025
Q1 		$213K Hold
4,620
– – 0.02% 396
2024
Q4 		$284K Buy
+4,620
New +$288K 0.03% 305
2022
Q2 		– Sell
-2,259
Closed -$245K – 224
2022
Q1 		$245K Buy
2,259
+44
+2% +$5.07K 0.08% 181
2021
Q4 		$335K Sell
2,215
-1,070
-33% -$267K 0.1% 160
2021
Q3 		$1.04M Buy
3,285
+1,168
+55% +$230K 0.37% 61
2021
Q2 		$264K Buy
+2,117
New +$261K 0.1% 169

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

Perennial Investment Advisors's UPST Position: Q4 2025 in Review

Perennial Investment Advisors sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 4,590 shares — an estimated $233K sold.

Perennial Investment Advisors first reported a position in UPST in Q2 2021 and held it in 8 quarters. The position peaked at $1.04M in Q3 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Perennial Investment Advisors reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 4,590 Upstart Holdings shares in Q4 2025, an estimated $233K.
  • Perennial Investment Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 8 quarters.
  • Perennial Investment Advisors's Upstart Holdings position peaked at $1.04M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.