Stifel Financial
UPST icon

Stifel Financial’s Upstart Holdings UPST Stock Holding History

Stifel Financial’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
-5,314
Closed -$344K – 3651
2025
Q2 		$344K Buy
+5,314
New +$261K ﹤0.01% 2969
2023
Q3 		– Sell
-8,540
Closed -$306K – 3409
2023
Q2 		$306K Buy
+8,540
New +$196K ﹤0.01% 2810
2022
Q3 		– Sell
-6,304
Closed -$200K – 3389
2022
Q2 		$200K Sell
6,304
-2,801
-31% -$167K ﹤0.01% 3003
2022
Q1 		$992K Buy
9,105
+2,627
+41% +$303K ﹤0.01% 2119
2021
Q4 		$980K Buy
6,478
+5,541
+591% +$1.38M ﹤0.01% 2148
2021
Q3 		$297K Buy
+937
New +$185K ﹤0.01% 2913

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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Stifel Financial's UPST Position: Q3 2025 in Review

Stifel Financial sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 5,314 shares — an estimated $344K sold.

Stifel Financial first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $992K in Q1 2022. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Stifel Financial reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 5,314 Upstart Holdings shares in Q3 2025, an estimated $344K.
  • Stifel Financial first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • Stifel Financial's Upstart Holdings position peaked at $992K in Q1 2022.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.