VI
UPST icon

Versor Investments’s Upstart Holdings UPST Stock Holding History

Versor 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
-7,987
Closed -$406K – 796
2025
Q3 		$406K Sell
7,987
-7,493
-48% -$527K 0.07% 387
2025
Q2 		$1M Buy
15,480
+7,686
+99% +$377K 0.18% 169
2025
Q1 		$359K Sell
7,794
-2,606
-25% -$162K 0.06% 511
2024
Q4 		$640K Buy
+10,400
New +$648K 0.11% 294
2022
Q4 		– Sell
-10,336
Closed -$215K – 989
2022
Q3 		$215K Sell
10,336
-1,400
-12% -$37.7K 0.01% 714
2022
Q2 		$371K Buy
+11,736
New +$699K 0.01% 582

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Versor Investments's UPST Position: Q4 2025 in Review

Versor Investments sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 7,987 shares — an estimated $406K sold.

Versor Investments first reported a position in UPST in Q2 2022 and held it in 6 quarters. The position peaked at $1M in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Versor Investments reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Versor Investments sold 7,987 Upstart Holdings shares in Q4 2025, an estimated $406K.
  • Versor Investments first reported a position in Upstart Holdings in Q2 2022 and held it in 6 quarters.
  • Versor Investments's Upstart Holdings position peaked at $1M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Versor Investments's 13F filing for Q4 2025, filed 4 Feb 2026.