R Squared’s Upstart Holdings UPST Stock Holding History

R Squared’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	-4,662	Closed	-$302K	–	709
2025 Q2	$302K	Buy	+4,662	New	+$229K	0.17%	218
2025 Q1	–	Sell	-1,560	Closed	-$96K	–	1465
2024 Q4	$96K	Buy	+1,560	New	+$97.2K	0.09%	272

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 $3.37T AUM 44.26% 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

R Squared's UPST Position: Q3 2025 in Review

R Squared sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 4,662 shares — an estimated $302K sold.

R Squared first reported a position in UPST in Q4 2024 and held it in 2 quarters. The position peaked at $302K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

R Squared reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
R Squared sold 4,662 Upstart Holdings shares in Q3 2025, an estimated $302K.
R Squared first reported a position in Upstart Holdings in Q4 2024 and held it in 2 quarters.
R Squared's Upstart Holdings position peaked at $302K in Q2 2025.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.