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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 – 658
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 – 731
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 $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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Ridgewood Investments's UPST Position: Q3 2025 in Review

Ridgewood Investments sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 300 shares — an estimated $19.4K sold.

Ridgewood Investments first reported a position in UPST in Q1 2023 and held it in 7 quarters. The position peaked at $19.4K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Ridgewood Investments reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 300 Upstart Holdings shares in Q3 2025, an estimated $19.4K.
  • Ridgewood Investments first reported a position in Upstart Holdings in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Upstart Holdings position peaked at $19.4K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.