Riggs Asset Management’s Upstart Holdings UPST Stock Holding History

Riggs Asset Management’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	-7	Closed	-$453	–	822
2025 Q2	$453	Buy	+7	New	+$343	﹤0.01%	850
2023 Q3	–	Sell	-4	Closed	-$144	–	438
2023 Q2	$144	Hold	4	–	–	﹤0.01%	380
2023 Q1	$64	Hold	4	–	–	﹤0.01%	362
2022 Q4	$53	Sell	4 -1	-20%	-$19	﹤0.01%	327
2022 Q3	$0	Sell	5 -15,607	-100%	-$420K	﹤0.01%	349
2022 Q2	$494K	Sell	15,612 -1,684	-10%	-$100K	0.2%	66
2022 Q1	$1.89M	Buy	17,296 +17,294	+864,700%	+$1.99M	0.55%	53
2021 Q4	$0	Buy	+2	New	+$500	﹤0.01%	339

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

Riggs Asset Management's UPST Position: Q3 2025 in Review

Riggs Asset Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 7 shares — an estimated $453 sold.

Riggs Asset Management first reported a position in UPST in Q4 2021 and held it in 8 quarters. The position peaked at $1.89M in Q1 2022. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

Riggs Asset Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 7 Upstart Holdings shares in Q3 2025, an estimated $453.
Riggs Asset Management first reported a position in Upstart Holdings in Q4 2021 and held it in 8 quarters.
Riggs Asset Management's Upstart Holdings position peaked at $1.89M in Q1 2022.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.