Y-Intercept (HK)’s Upstart Holdings UPST Stock Holding History

Y-Intercept (HK)’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	-128,377	Closed	-$8.3M	–	2071
2025 Q2	$8.3M	Buy	+128,377	New	+$6.29M	0.2%	105
2024 Q4	–	Sell	-10,759	Closed	-$430K	–	1682
2024 Q3	$430K	Buy	+10,759	New	+$358K	0.03%	846
2024 Q1	–	Sell	-11,434	Closed	-$467K	–	1781
2023 Q4	$467K	Buy	+11,434	New	+$348K	0.04%	630
2022 Q1	–	Sell	-5,514	Closed	-$834K	–	971
2021 Q4	$834K	Buy	+5,514	New	+$1.38M	0.2%	146

Other funds holding UPST

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Y-Intercept (HK)'s UPST Position: Q3 2025 in Review

Y-Intercept (HK) sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 128,377 shares — an estimated $8.3M sold.

Y-Intercept (HK) first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $8.3M in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

Y-Intercept (HK) reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
Y-Intercept (HK) sold 128,377 Upstart Holdings shares in Q3 2025, an estimated $8.3M.
Y-Intercept (HK) first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
Y-Intercept (HK)'s Upstart Holdings position peaked at $8.3M in Q2 2025.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.