UBS AM
UPST icon

UBS AM’s Upstart Holdings UPST Stock Holding History

UBS AM’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
2026
Q1 		$4.59M Buy
178,984
+21,552
+14% +$758K ﹤0.01% 1598
2025
Q4 		$6.88M Sell
157,432
-3,001
-2% -$138K ﹤0.01% 1296
2025
Q3 		$8.15M Sell
160,433
-112,610
-41% -$7.92M ﹤0.01% 1143
2025
Q2 		$17.7M Buy
273,043
+100,026
+58% +$4.9M ﹤0.01% 1096
2025
Q1 		$7.96M Buy
173,017
+27,287
+19% +$1.7M ﹤0.01% 1339
2024
Q4 		$8.97M Buy
145,730
+35,315
+32% +$2.2M ﹤0.01% 1301
2024
Q3 		$4.42M Sell
110,415
-20,240
-15% -$673K ﹤0.01% 1640
2024
Q2 		$3.08M Buy
130,655
+60,193
+85% +$1.45M ﹤0.01% 1760
2024
Q1 		$1.89M Sell
70,462
-2,553
-3% -$75.5K ﹤0.01% 1713
2023
Q4 		$2.98M Hold
73,015
– – ﹤0.01% 1486
2023
Q3 		$2.08M Sell
73,015
-43,360
-37% -$1.74M ﹤0.01% 1607
2023
Q2 		$1.85M Hold
116,375
– – ﹤0.01% 1696
2023
Q1 		$1.85M Buy
116,375
+5,974
+5% +$101K ﹤0.01% 1696
2022
Q4 		$1.46M Buy
110,401
+14,377
+15% +$278K ﹤0.01% 1680
2022
Q3 		$2M Sell
96,024
-59,816
-38% -$1.61M ﹤0.01% 1597
2022
Q2 		$4.93M Buy
155,840
+52,288
+50% +$3.11M ﹤0.01% 1220
2022
Q1 		$11.3M Buy
103,552
+37,418
+57% +$4.31M ﹤0.01% 1023
2021
Q4 		$10M Buy
66,134
+27,217
+70% +$6.8M ﹤0.01% 1125
2021
Q3 		$12.3M Buy
38,917
+16,185
+71% +$3.19M 0.01% 1011
2021
Q2 		$2.84M Buy
+22,732
New +$2.8M ﹤0.01% 1693

Other funds holding UPST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return