SW
UPST icon

SVB Wealth’s Upstart Holdings UPST Stock Holding History

SVB Wealth’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
Q2 		– Sell
-21,224
Closed -$977K – 1561
2025
Q1 		$977K Buy
21,224
+14
+0.1% +$870 0.04% 162
2024
Q4 		$1.31M Buy
+21,210
New +$1.32M 0.02% 275
2024
Q3 		– Sell
-26,300
Closed -$620K – 578
2024
Q2 		$620K Sell
26,300
-5,056
-16% -$122K 0.02% 390
2024
Q1 		$843K Sell
31,356
-21,213
-40% -$627K 0.02% 379
2023
Q4 		$2.15M Buy
52,569
+26,133
+99% +$796K 0.05% 232
2023
Q3 		$754K Sell
26,436
-9
-0% -$362 0.02% 362
2023
Q2 		$947K Sell
26,445
-471
-2% -$10.8K 0.02% 353
2023
Q1 		$428K Sell
26,916
-469
-2% -$7.89K 0.01% 587
2022
Q4 		$362K Sell
27,385
-56
-0.2% -$1.08K ﹤0.01% 666
2022
Q3 		$571K Buy
+27,441
New +$738K 0.01% 493

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return