PWP
UPST icon

Pursue Wealth Partners’s Upstart Holdings UPST Stock Holding History

Pursue Wealth Partners’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
-7,727
Closed -$393K – 117
2025
Q3 		$393K Sell
7,727
-657
-8% -$46.2K 0.22% 76
2025
Q2 		$542K Buy
+8,384
New +$411K 0.31% 60
2022
Q4 		– Sell
-15,000
Closed -$312K – 116
2022
Q3 		$312K Buy
+15,000
New +$403K 0.22% 80
2022
Q2 		– Sell
-90,832
Closed -$8.66M – 232
2022
Q1 		$8.66M Buy
+90,832
New +$10.5M 3.58% 6

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

Pursue Wealth Partners's UPST Position: Q4 2025 in Review

Pursue Wealth Partners sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 7,727 shares — an estimated $393K sold.

Pursue Wealth Partners first reported a position in UPST in Q1 2022 and held it in 4 quarters. The position peaked at $8.66M in Q1 2022. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Pursue Wealth Partners reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 7,727 Upstart Holdings shares in Q4 2025, an estimated $393K.
  • Pursue Wealth Partners first reported a position in Upstart Holdings in Q1 2022 and held it in 4 quarters.
  • Pursue Wealth Partners's Upstart Holdings position peaked at $8.66M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.