Amundi

Amundi’s Upstart Holdings UPST Stock Holding History

Amundi’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 Q2	–	Sell	-23	Closed	-$890	–	2154
2025 Q1	$890	Buy	23 +14	+156%	+$870	﹤0.01%	2052
2024 Q4	$533	Buy	+9	New	+$561	﹤0.01%	2105
2024 Q1	–	Sell	-11,099	Closed	-$387K	–	2078
2023 Q4	$387K	Buy	11,099 +6,892	+164%	+$210K	﹤0.01%	1481
2023 Q3	$114K	Sell	4,207 -760	-15%	-$30.5K	﹤0.01%	1727
2023 Q2	$190K	Hold	4,967	–	–	﹤0.01%	1618
2023 Q1	$83.4K	Sell	4,967 -29,378	-86%	-$494K	﹤0.01%	1795
2022 Q4	$529K	Buy	34,345 +32,200	+1,501%	+$622K	﹤0.01%	1391
2022 Q3	$47K	Sell	2,145 -454,155	-100%	-$12.2M	﹤0.01%	1682
2022 Q2	$11M	Sell	456,300 -122,418	-21%	-$7.29M	0.01%	749
2022 Q1	$55.2M	Buy	578,718 +182,638	+46%	+$21M	0.04%	444
2021 Q4	$43.3M	Buy	396,080 +258,699	+188%	+$64.6M	0.03%	503
2021 Q3	$43.5M	Buy	+137,381	New	+$27.1M	0.03%	484

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

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

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

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return