William Blair & Company
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William Blair & Company’s Upstart Holdings UPST Stock Holding History

William Blair & Company’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 		– Sell
-3,600
Closed -$233K – 1911
2025
Q2 		$233K Buy
+3,600
New +$177K ﹤0.01% 1361
2025
Q1 		– Sell
-3,600
Closed -$222K – 1886
2024
Q4 		$222K Buy
+3,600
New +$224K ﹤0.01% 1407
2022
Q2 		– Sell
-3,218
Closed -$351K – 1943
2022
Q1 		$351K Buy
+3,218
New +$371K ﹤0.01% 1299
2021
Q4 		– Sell
-1,211
Closed -$383K – 2023
2021
Q3 		$383K Buy
+1,211
New +$239K ﹤0.01% 1261

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
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

William Blair & Company's UPST Position: Q3 2025 in Review

William Blair & Company sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,600 shares — an estimated $233K sold.

William Blair & Company first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $383K in Q3 2021. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • William Blair & Company reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • William Blair & Company sold 3,600 Upstart Holdings shares in Q3 2025, an estimated $233K.
  • William Blair & Company first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
  • William Blair & Company's Upstart Holdings position peaked at $383K in Q3 2021.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on William Blair & Company's 13F filing for Q3 2025, filed 12 Nov 2025.