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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 $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
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
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

SVB Wealth's UPST Position: Q2 2025 in Review

SVB Wealth sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 21,224 shares — an estimated $977K sold.

SVB Wealth first reported a position in UPST in Q3 2022 and held it in 10 quarters. The position peaked at $2.15M in Q4 2023. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • SVB Wealth reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 21,224 Upstart Holdings shares in Q2 2025, an estimated $977K.
  • SVB Wealth first reported a position in Upstart Holdings in Q3 2022 and held it in 10 quarters.
  • SVB Wealth's Upstart Holdings position peaked at $2.15M in Q4 2023.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.