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 Q4	–	Sell	-300,000	Closed	-$15.2M	–	215
2025 Q3	$15.2M	Buy	+300,000	New	+$21.1M	0.32%	83
2025 Q2	–	Sell	-600,000	Closed	-$27.6M	–	195
2025 Q1	$27.6M	Sell	600,000 -330,000	-35%	-$20.5M	0.71%	55
2024 Q4	$57.3M	Buy	930,000 +630,000	+210%	+$39.3M	1.09%	32
2024 Q3	$12M	Buy	+300,000	New	+$9.98M	0.37%	69

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 $6.76B AUM 88.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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. 393 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.
393 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.