Stephens Consulting’s Upstart Holdings UPST Stock Holding History

Stephens 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	-25	Closed	-$1.15K	–	1975
2025 Q1	$1.15K	Buy	+25	New	+$1.55K	﹤0.01%	582

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

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

Stephens Consulting's UPST Position: Q2 2025 in Review

Stephens Consulting sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 25 shares — an estimated $1.15K sold.

Stephens Consulting first reported a position in UPST in Q1 2025 and held it in 1 quarter. The position peaked at $1.15K in Q1 2025. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Stephens Consulting reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 25 Upstart Holdings shares in Q2 2025, an estimated $1.15K.
Stephens Consulting first reported a position in Upstart Holdings in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Upstart Holdings position peaked at $1.15K in Q1 2025.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.