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
2021 Q4	–	Sell	-2,000	Closed	-$633K	–	2265
2021 Q3	$633K	Buy	+2,000	New	+$394K	0.02%	773

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 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.