Putney Financial Group’s Upstart Holdings UPST Stock Holding History

Putney Financial Group’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	-248	Closed	-$16K	–	266
2025 Q2	$16K	Buy	248 +130	+110%	+$6.38K	0.02%	187
2025 Q1	$5.43K	Buy	+118	New	+$7.34K	0.01%	232

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 $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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Putney Financial Group's UPST Position: Q3 2025 in Review

Putney Financial Group sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 248 shares — an estimated $16K sold.

Putney Financial Group first reported a position in UPST in Q1 2025 and held it in 2 quarters. The position peaked at $16K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

Putney Financial Group reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
Putney Financial Group sold 248 Upstart Holdings shares in Q3 2025, an estimated $16K.
Putney Financial Group first reported a position in Upstart Holdings in Q1 2025 and held it in 2 quarters.
Putney Financial Group's Upstart Holdings position peaked at $16K in Q2 2025.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.