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SJS Investment Consulting’s Upstart Holdings UPST Stock Holding History

SJS Investment Consulting’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
-3
Closed -$139 – 1665
2025
Q1 		$139 Hold
3
– – ﹤0.01% 1489
2024
Q4 		$185 Hold
3
– – ﹤0.01% 1468
2024
Q3 		$121 Buy
+3
New +$100 ﹤0.01% 1561
2024
Q1 		– Sell
-7
Closed -$287 – 1689
2023
Q4 		$287 Sell
7
-226
-97% -$6.88K ﹤0.01% 1389
2023
Q3 		$6.65K Hold
233
– – ﹤0.01% 334
2023
Q2 		$8.34K Hold
233
– – ﹤0.01% 288
2023
Q1 		$3.7K Hold
233
– – ﹤0.01% 426
2022
Q4 		$3.08K Hold
233
– – ﹤0.01% 465
2022
Q3 		$5K Buy
+233
New +$6.27K ﹤0.01% 336
2022
Q1 		$25K Buy
+233
New +$26.8K 0.01% 273

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
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

SJS Investment Consulting's UPST Position: Q2 2025 in Review

SJS Investment Consulting sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 3 shares — an estimated $139 sold.

SJS Investment Consulting first reported a position in UPST in Q1 2022 and held it in 10 quarters. The position peaked at $25K in Q1 2022. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • SJS Investment Consulting reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 3 Upstart Holdings shares in Q2 2025, an estimated $139.
  • SJS Investment Consulting first reported a position in Upstart Holdings in Q1 2022 and held it in 10 quarters.
  • SJS Investment Consulting's Upstart Holdings position peaked at $25K in Q1 2022.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.