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Summit Partners Public Asset Management’s Upstart Holdings UPST Stock Holding History

Summit Partners Public Asset Management’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
-385,000
Closed -$24.9M – 223
2025
Q2 		$24.9M Buy
+385,000
New +$18.9M 0.63% 50
2022
Q3 		– Sell
-69,800
Closed -$2.21M – 181
2022
Q2 		$2.21M Buy
+69,800
New +$4.16M 0.1% 115

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Summit Partners Public Asset Management's UPST Position: Q4 2025 in Review

Summit Partners Public Asset Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 300,000 shares — an estimated $15.2M sold.

Summit Partners Public Asset Management first reported a position in UPST in Q3 2024 and held it in 5 quarters. The position peaked at $60.5M in Q4 2024. 394 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Summit Partners Public Asset Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 300,000 Upstart Holdings shares in Q4 2025, an estimated $15.2M.
  • Summit Partners Public Asset Management first reported a position in Upstart Holdings in Q3 2024 and held it in 5 quarters.
  • Summit Partners Public Asset Management's Upstart Holdings position peaked at $60.5M in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Summit Partners Public Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.