Robeco Institutional Asset Management’s Upstart Holdings UPST Stock Holding History

Robeco Institutional 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 Q2	–	Sell	-75,000	Closed	-$3.45M	–	923
2025 Q1	$3.45M	Hold	75,000	–	–	0.01%	624
2024 Q4	$4.62M	Hold	75,000	–	–	0.01%	564
2024 Q3	$3M	Hold	75,000	–	–	0.01%	636
2024 Q2	$1.77M	Buy	75,000 +17,644	+31%	+$426K	﹤0.01%	703
2024 Q1	$1.54M	Hold	57,356	–	–	﹤0.01%	726
2023 Q4	$2.34M	Hold	57,356	–	–	0.01%	678
2023 Q3	$1.64M	Sell	57,356 -272,644	-83%	-$11M	﹤0.01%	718
2023 Q2	$11.8M	Hold	330,000	–	–	0.03%	401
2023 Q1	$5.24M	Hold	330,000	–	–	0.01%	550
2022 Q4	$4.36M	Hold	330,000	–	–	0.01%	589
2022 Q3	$6.86M	Sell	330,000 -863	-0.3%	-$23.2K	0.02%	468
2022 Q2	$10.5M	Sell	330,863 -68,574	-17%	-$4.08M	0.03%	394
2022 Q1	$43.6M	Buy	399,437 +74,437	+23%	+$8.58M	0.1%	215
2021 Q4	$49.2M	Buy	325,000 +110,000	+51%	+$27.5M	0.1%	213
2021 Q3	$68M	Sell	215,000 -230,000	-52%	-$45.4M	0.15%	158
2021 Q2	$55.6M	Buy	445,000 +80,000	+22%	+$9.85M	0.12%	197
2021 Q1	$47M	Sell	365,000 -235,000	-39%	-$18M	0.12%	208
2020 Q4	$24.4M	Buy	+600,000	New	+$24.6M	0.06%	299

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

JCAM

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

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

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Robeco Institutional Asset Management's UPST Position: Q2 2025 in Review

Robeco Institutional Asset Management sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 75,000 shares — an estimated $3.45M sold.

Robeco Institutional Asset Management first reported a position in UPST in Q4 2020 and held it in 18 quarters. The position peaked at $68M in Q3 2021. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Robeco Institutional Asset Management reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
Robeco Institutional Asset Management sold 75,000 Upstart Holdings shares in Q2 2025, an estimated $3.45M.
Robeco Institutional Asset Management first reported a position in Upstart Holdings in Q4 2020 and held it in 18 quarters.
Robeco Institutional Asset Management's Upstart Holdings position peaked at $68M in Q3 2021.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.