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Tidal Investments’s Upstart Holdings UPST Stock Holding History

Tidal 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
Q4 		– Sell
-1,000,638
Closed -$50.8M – 2355
2025
Q3 		$50.8M Buy
1,000,638
+371,353
+59% +$26.1M 0.1% 165
2025
Q2 		$40.7M Buy
629,285
+411,654
+189% +$20.2M 0.24% 87
2025
Q1 		$10M Buy
217,631
+76,926
+55% +$4.78M 0.08% 263
2024
Q4 		$8.66M Sell
140,705
-192,758
-58% -$12M 0.07% 298
2024
Q3 		$13.3M Buy
333,463
+311,434
+1,414% +$10.4M 0.14% 134
2024
Q2 		$520K Buy
+22,029
New +$532K 0.01% 1290
2022
Q2 		– Sell
-4,483
Closed -$489K – 1192
2022
Q1 		$489K Buy
4,483
+2,275
+103% +$262K 0.01% 662
2021
Q4 		$334K Buy
2,208
+335
+18% +$83.7K 0.01% 740
2021
Q3 		$593K Buy
+1,873
New +$369K 0.02% 472

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

Tidal Investments's UPST Position: Q4 2025 in Review

Tidal Investments sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 1,000,638 shares — an estimated $50.8M sold.

Tidal Investments first reported a position in UPST in Q3 2021 and held it in 9 quarters. The position peaked at $50.8M in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Tidal Investments reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Tidal Investments sold 1,000,638 Upstart Holdings shares in Q4 2025, an estimated $50.8M.
  • Tidal Investments first reported a position in Upstart Holdings in Q3 2021 and held it in 9 quarters.
  • Tidal Investments's Upstart Holdings position peaked at $50.8M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Tidal Investments's 13F filing for Q4 2025, filed 13 Feb 2026.