WAM
UPST icon

Weiss Asset Management’s Upstart Holdings UPST Stock Holding History

Weiss Asset Management’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
-24,170
Closed -$1.23M – 855
2025
Q3 		$1.23M Buy
+24,170
New +$1.7M 0.01% 330
2021
Q3 		– Sell
-10,000
Closed -$1.25M – 613
2021
Q2 		$1.25M Buy
+10,000
New +$1.23M 0.03% 348

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

Weiss Asset Management's UPST Position: Q4 2025 in Review

Weiss Asset Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 24,170 shares — an estimated $1.23M sold.

Weiss Asset Management first reported a position in UPST in Q2 2021 and held it in 2 quarters. The position peaked at $1.25M in Q2 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Weiss Asset Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Weiss Asset Management sold 24,170 Upstart Holdings shares in Q4 2025, an estimated $1.23M.
  • Weiss Asset Management first reported a position in Upstart Holdings in Q2 2021 and held it in 2 quarters.
  • Weiss Asset Management's Upstart Holdings position peaked at $1.25M in Q2 2021.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Weiss Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.