SIG Brokerage’s Upstart Holdings UPST Stock Holding History

SIG Brokerage’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	-40,000	Closed	-$1.84M	–	861
2025 Q1	$1.84M	Buy	+40,000	New	+$2.49M	0.09%	174

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

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

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

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

SIG Brokerage's UPST Position: Q4 2025 in Review

SIG Brokerage sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 6,848 shares — an estimated $348K sold.

SIG Brokerage first reported a position in UPST in Q2 2025 and held it in 2 quarters. The position peaked at $627K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

SIG Brokerage reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
SIG Brokerage sold 6,848 Upstart Holdings shares in Q4 2025, an estimated $348K.
SIG Brokerage first reported a position in Upstart Holdings in Q2 2025 and held it in 2 quarters.
SIG Brokerage's Upstart Holdings position peaked at $627K in Q2 2025.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on SIG Brokerage's 13F filing for Q4 2025, filed 17 Feb 2026.