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Pine Valley Investments’s Upstart Holdings UPST Stock Holding History

Pine Valley Investments’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
-162
Closed -$8.23K – 590
2025
Q3 		$8.23K Buy
162
+15
+10% +$1.05K ﹤0.01% 560
2025
Q2 		$9.51K Buy
147
+30
+26% +$1.47K ﹤0.01% 548
2025
Q1 		$5.39K Buy
+117
New +$7.27K ﹤0.01% 552

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Pine Valley Investments's UPST Position: Q4 2025 in Review

Pine Valley Investments sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 162 shares — an estimated $8.23K sold.

Pine Valley Investments first reported a position in UPST in Q1 2025 and held it in 3 quarters. The position peaked at $9.51K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Pine Valley Investments reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Pine Valley Investments sold 162 Upstart Holdings shares in Q4 2025, an estimated $8.23K.
  • Pine Valley Investments first reported a position in Upstart Holdings in Q1 2025 and held it in 3 quarters.
  • Pine Valley Investments's Upstart Holdings position peaked at $9.51K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Pine Valley Investments's 13F filing for Q4 2025, filed 13 Feb 2026.