RI
UPST icon

Ridgewood Investments’s Upstart Holdings UPST Stock Holding History

Ridgewood Investments’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
-300
Closed -$19.4K – 659
2025
Q2 		$19.4K Hold
300
– – 0.01% 447
2025
Q1 		$13.8K Hold
300
– – 0.01% 454
2024
Q4 		$18.5K Hold
300
– – 0.01% 430
2024
Q3 		$12K Hold
300
– – 0.01% 484
2024
Q2 		$7.08K Buy
+300
New +$7.24K ﹤0.01% 553
2023
Q3 		– Sell
-300
Closed -$10.7K – 739
2023
Q2 		$10.7K Hold
300
– – 0.01% 505
2023
Q1 		$4.77K Buy
+300
New +$5.05K ﹤0.01% 604

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return