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Principal Securities’s Upstart Holdings UPST Stock Holding History

Principal Securities’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
-68
Closed -$3.45K – 3390
2025
Q3 		$3.45K Buy
68
+6
+10% +$422 ﹤0.01% 3073
2025
Q2 		$4.01K Buy
+62
New +$3.04K ﹤0.01% 2932
2024
Q1 		– Sell
-553
Closed -$22.6K – 3391
2023
Q4 		$22.6K Buy
+553
New +$16.8K ﹤0.01% 1863

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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Principal Securities's UPST Position: Q4 2025 in Review

Principal Securities sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 68 shares — an estimated $3.45K sold.

Principal Securities first reported a position in UPST in Q4 2023 and held it in 3 quarters. The position peaked at $22.6K in Q4 2023. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Principal Securities reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 68 Upstart Holdings shares in Q4 2025, an estimated $3.45K.
  • Principal Securities first reported a position in Upstart Holdings in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Upstart Holdings position peaked at $22.6K in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.