SteelPeak Wealth’s Upstart Holdings UPST Stock Holding History

SteelPeak Wealth’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	–	Sell	-3,964	Closed	-$256K	–	666
2025 Q2	$256K	Buy	+3,964	New	+$194K	0.01%	442
2025 Q1	–	Sell	-15,637	Closed	-$963K	–	687
2024 Q4	$963K	Sell	15,637 -5,064	-24%	-$316K	0.04%	252
2024 Q3	$828K	Buy	+20,701	New	+$689K	0.04%	255
2021 Q4	–	Sell	-952	Closed	-$301K	–	474
2021 Q3	$301K	Buy	+952	New	+$188K	0.02%	333

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

SteelPeak Wealth's UPST Position: Q3 2025 in Review

SteelPeak Wealth sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,964 shares — an estimated $256K sold.

SteelPeak Wealth first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $963K in Q4 2024. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

SteelPeak Wealth reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 3,964 Upstart Holdings shares in Q3 2025, an estimated $256K.
SteelPeak Wealth first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
SteelPeak Wealth's Upstart Holdings position peaked at $963K in Q4 2024.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.