Susquehanna Fundamental Investments
UPST icon

Susquehanna Fundamental Investments’s Upstart Holdings UPST Stock Holding History

Susquehanna Fundamental Investments’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
-70,160
Closed -$4.54M – 765
2025
Q2 		$4.54M Hold
70,160
– – 0.12% 216
2025
Q1 		$3.23M Hold
70,160
– – 0.05% 416
2024
Q4 		$4.32M Buy
+70,160
New +$4.37M 0.06% 355

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
Jericho Capital Asset Management
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Slate Path Capital
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Susquehanna Fundamental Investments's UPST Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 70,160 shares — an estimated $4.54M sold.

Susquehanna Fundamental Investments first reported a position in UPST in Q4 2024 and held it in 3 quarters. The position peaked at $4.54M in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Susquehanna Fundamental Investments reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 70,160 Upstart Holdings shares in Q3 2025, an estimated $4.54M.
  • Susquehanna Fundamental Investments first reported a position in Upstart Holdings in Q4 2024 and held it in 3 quarters.
  • Susquehanna Fundamental Investments's Upstart Holdings position peaked at $4.54M in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.