PCM
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Prelude Capital Management’s Upstart Holdings UPST Stock Holding History

Prelude Capital 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
Q3 		– Sell
-4,465
Closed -$289K – 1396
2025
Q2 		$289K Sell
4,465
-4,014
-47% -$197K 0.03% 628
2025
Q1 		$390K Buy
8,479
+3,631
+75% +$226K 0.03% 597
2024
Q4 		$298K Sell
4,848
-9,812
-67% -$612K 0.02% 802
2024
Q3 		$587K Buy
+14,660
New +$488K 0.04% 565
2022
Q2 		– Sell
-7,217
Closed -$787K – 2074
2022
Q1 		$787K Buy
+7,217
New +$832K 0.02% 675
2021
Q2 		– Sell
-4,371
Closed -$563K – 1987
2021
Q1 		$563K Buy
+4,371
New +$335K 0.01% 840

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
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Prelude Capital Management's UPST Position: Q3 2025 in Review

Prelude Capital Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 4,465 shares — an estimated $289K sold.

Prelude Capital Management first reported a position in UPST in Q1 2021 and held it in 6 quarters. The position peaked at $787K in Q1 2022. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Prelude Capital Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Prelude Capital Management sold 4,465 Upstart Holdings shares in Q3 2025, an estimated $289K.
  • Prelude Capital Management first reported a position in Upstart Holdings in Q1 2021 and held it in 6 quarters.
  • Prelude Capital Management's Upstart Holdings position peaked at $787K in Q1 2022.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.