Shell Asset Management’s Upstart Holdings UPST Stock Holding History

Shell 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	$12K	Sell	228 -486	-68%	-$34.2K	﹤0.01%	1101
2025 Q2	$46K	Sell	714 -73	-9%	-$3.58K	﹤0.01%	1160
2025 Q1	$36K	Sell	787 -31	-4%	-$1.93K	﹤0.01%	1194
2024 Q4	$50K	Hold	818	–	–	﹤0.01%	1178
2024 Q3	$33K	Buy	+818	New	+$27.2K	﹤0.01%	1210
2024 Q1	$21K	Sell	877 -52	-6%	-$1.54K	﹤0.01%	1229
2023 Q4	$38K	Sell	929 -215	-19%	-$6.55K	﹤0.01%	1204
2023 Q3	$33K	Hold	1,144	–	–	﹤0.01%	1225
2023 Q2	$41K	Sell	1,144 -8	-0.7%	-$184	﹤0.01%	1230
2023 Q1	$18K	Sell	1,152 -3	-0.3%	-$50	﹤0.01%	1234
2022 Q4	$15K	Sell	1,155 -125	-10%	-$2.42K	﹤0.01%	1326
2022 Q3	$27K	Sell	1,280 -169	-12%	-$4.54K	﹤0.01%	1364
2022 Q2	$46K	Buy	1,449 +3	+0.2%	+$179	﹤0.01%	1362
2022 Q1	$158K	Sell	1,446 -215	-13%	-$24.8K	﹤0.01%	1213
2021 Q4	$251K	Buy	1,661 +9	+0.5%	+$2.25K	0.01%	1146
2021 Q3	$523K	Buy	1,652 +656	+66%	+$129K	0.01%	850
2021 Q2	$124K	Buy	+996	New	+$123K	﹤0.01%	1327

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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

Shell Asset Management reduced its Upstart Holdings (UPST) stake by 68% in Q3 2025, selling an estimated $34.2K and leaving 228 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Shell Asset Management first reported a position in UPST in Q2 2021 and has held it in 17 quarters since. The position peaked at $523K in Q3 2021. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

Shell Asset Management held 228 shares of Upstart Holdings worth $12K as of Q3 2025.
Shell Asset Management sold 486 Upstart Holdings shares in Q3 2025, an estimated $34.2K.
Upstart Holdings made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1101 holding.
Shell Asset Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 17 quarters since.
Shell Asset Management's Upstart Holdings position peaked at $523K in Q3 2021.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.