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Sherbrooke Park Advisers’s Upstart Holdings UPST Stock Holding History

Sherbrooke Park Advisers’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
Q1 		– Sell
-6,701
Closed -$413K – 955
2024
Q4 		$413K Buy
+6,701
New +$418K 0.13% 280
2023
Q3 		– Sell
-11,752
Closed -$421K – 621
2023
Q2 		$421K Buy
+11,752
New +$270K 0.22% 206
2023
Q1 		– Sell
-11,300
Closed -$149K – 324
2022
Q4 		$149K Buy
+11,300
New +$218K 0.11% 247

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sherbrooke Park Advisers's UPST Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 6,701 shares — an estimated $413K sold.

Sherbrooke Park Advisers first reported a position in UPST in Q4 2022 and held it in 3 quarters. The position peaked at $421K in Q2 2023. 387 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 6,701 Upstart Holdings shares in Q1 2025, an estimated $413K.
  • Sherbrooke Park Advisers first reported a position in Upstart Holdings in Q4 2022 and held it in 3 quarters.
  • Sherbrooke Park Advisers's Upstart Holdings position peaked at $421K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.