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 $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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rise Advisors's UPST Position: Q4 2025 in Review

Rise Advisors sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 303 shares — an estimated $15.4K sold.

Rise Advisors first reported a position in UPST in Q4 2021 and held it in 16 quarters. The position peaked at $40.1K in Q4 2021. 394 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

Rise Advisors reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 303 Upstart Holdings shares in Q4 2025, an estimated $15.4K.
Rise Advisors first reported a position in Upstart Holdings in Q4 2021 and held it in 16 quarters.
Rise Advisors's Upstart Holdings position peaked at $40.1K in Q4 2021.
394 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.