PCM
UPST icon

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 – 1397
2025
Q2 		$289K Sell
4,465
-4,014
-47% -$197K 0.03% 628
2025
Q1 		$390K Buy
8,479
+3,631
+75% +$226K 0.04% 597
2024
Q4 		$298K Sell
4,848
-9,812
-67% -$612K 0.03% 802
2024
Q3 		$587K Buy
+14,660
New +$488K 0.05% 565
2022
Q2 		– Sell
-7,217
Closed -$787K – 2173
2022
Q1 		$787K Buy
+7,217
New +$832K 0.04% 675
2021
Q4 		– Hold
0
– – – 2409
2021
Q3 		– Hold
0
– – – 2152
2021
Q2 		– Sell
-4,371
Closed -$563K – 2119
2021
Q1 		$563K Buy
+4,371
New +$335K 0.04% 840

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return