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Virtus Investment Advisers’s Upstart Holdings UPST Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-5,400
Closed -$332K – 685
2024
Q4 		$332K Buy
+5,400
New +$337K 0.26% 127

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Virtus Investment Advisers's UPST Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 5,400 shares — an estimated $332K sold.

Virtus Investment Advisers first reported a position in UPST in Q4 2024 and held it in 1 quarter. The position peaked at $332K in Q4 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 5,400 Upstart Holdings shares in Q1 2025, an estimated $332K.
  • Virtus Investment Advisers first reported a position in Upstart Holdings in Q4 2024 and held it in 1 quarter.
  • Virtus Investment Advisers's Upstart Holdings position peaked at $332K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.