Rise Advisors’s Upstart Holdings UPST Stock Holding History

Rise Advisors’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 Q4	–	Sell	-303	Closed	-$15.4K	–	1357
2025 Q3	$15.4K	Hold	303	–	–	0.01%	736
2025 Q2	$19.6K	Sell	303 -4	-1%	-$196	0.01%	553
2025 Q1	$14.1K	Buy	307 +161	+110%	+$10K	0.01%	742
2024 Q4	$8.99K	Sell	146 -44	-23%	-$2.74K	﹤0.01%	999
2024 Q3	$7.6K	Sell	190 -20	-10%	-$665	﹤0.01%	1050
2024 Q2	$4.95K	Hold	210	–	–	﹤0.01%	1079
2024 Q1	$5.65K	Hold	210	–	–	﹤0.01%	1085
2023 Q4	$8.58K	Hold	210	–	–	0.01%	334
2023 Q3	$5.99K	Hold	210	–	–	﹤0.01%	361
2023 Q2	$7.52K	Hold	210	–	–	0.01%	381
2023 Q1	$3.34K	Sell	210 -67	-24%	-$1.13K	﹤0.01%	504
2022 Q4	$3.66K	Sell	277 -38	-12%	-$734	﹤0.01%	488
2022 Q3	$7K	Hold	315	–	–	0.01%	402
2022 Q2	$10K	Hold	315	–	–	0.01%	349
2022 Q1	$34K	Buy	315 +50	+19%	+$5.76K	0.03%	191
2021 Q4	$40.1K	Buy	+265	New	+$66.2K	0.04%	173

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return