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Summit Trail Advisors’s Upstart Holdings UPST Stock Holding History

Summit Trail Advisors’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
-5,688
Closed -$289K – 1377
2025
Q3 		$289K Sell
5,688
-237
-4% -$16.7K ﹤0.01% 1217
2025
Q2 		$383K Buy
+5,925
New +$291K 0.01% 827

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Trail Advisors's UPST Position: Q4 2025 in Review

Summit Trail Advisors sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 5,688 shares — an estimated $289K sold.

Summit Trail Advisors first reported a position in UPST in Q2 2025 and held it in 2 quarters. The position peaked at $383K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Summit Trail Advisors reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 5,688 Upstart Holdings shares in Q4 2025, an estimated $289K.
  • Summit Trail Advisors first reported a position in Upstart Holdings in Q2 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Upstart Holdings position peaked at $383K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.