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POM Investment Strategies’s Upstart Holdings UPST Stock Holding History

POM Investment Strategies’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
Q1 		– Sell
-73
Closed -$4.5K – 365
2024
Q4 		$4.5K Hold
73
– – ﹤0.01% 228
2024
Q3 		$2.92K Hold
73
– – ﹤0.01% 205
2024
Q2 		$1.72K Hold
73
– – ﹤0.01% 277
2024
Q1 		$1.96K Hold
73
– – ﹤0.01% 197
2023
Q4 		$2.98K Buy
+73
New +$2.22K ﹤0.01% 151

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

POM Investment Strategies's UPST Position: Q1 2025 in Review

POM Investment Strategies sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 73 shares — an estimated $4.5K sold.

POM Investment Strategies first reported a position in UPST in Q4 2023 and held it in 5 quarters. The position peaked at $4.5K in Q4 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • POM Investment Strategies reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 73 Upstart Holdings shares in Q1 2025, an estimated $4.5K.
  • POM Investment Strategies first reported a position in Upstart Holdings in Q4 2023 and held it in 5 quarters.
  • POM Investment Strategies's Upstart Holdings position peaked at $4.5K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.