West Oak Capital’s Upstart Holdings UPST Stock Holding History

West Oak Capital’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 Q3	$13	Hold	25	–	–	﹤0.01%	250
2025 Q2	$16	Hold	25	–	–	﹤0.01%	270
2025 Q1	$12	Hold	25	–	–	﹤0.01%	277
2024 Q4	$15K	Hold	25	–	–	﹤0.01%	277
2024 Q3	$10	Hold	25	–	–	﹤0.01%	283
2024 Q2	$590	Hold	25	–	–	﹤0.01%	304
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	295
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	299
2023 Q3	$1K	Hold	25	–	–	﹤0.01%	296
2023 Q2	$895	Hold	25	–	–	﹤0.01%	298
2023 Q1	$397	Hold	25	–	–	﹤0.01%	312
2022 Q4	$0	Hold	25	–	–	﹤0.01%	329
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	317
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	316
2022 Q1	$3K	Sell	25 -100	-80%	-$11.5K	﹤0.01%	316
2021 Q4	$19K	Buy	125 +25	+25%	+$6.25K	0.01%	233
2021 Q3	$32K	Buy	+100	New	+$19.7K	0.01%	211

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

West Oak Capital's UPST Position: Q3 2025 in Review

West Oak Capital held its Upstart Holdings (UPST) position steady in Q3 2025 at 25 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #250.

West Oak Capital first reported a position in UPST in Q3 2021 and has held it in 17 quarters since. The position peaked at $32K in Q3 2021. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

West Oak Capital held 25 shares of Upstart Holdings worth $13 as of Q3 2025.
West Oak Capital left its Upstart Holdings share count unchanged in Q3 2025.
Upstart Holdings made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #250 holding.
West Oak Capital first reported a position in Upstart Holdings in Q3 2021 and has held it in 17 quarters since.
West Oak Capital's Upstart Holdings position peaked at $32K in Q3 2021.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.