Aquatic Capital Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
274,884
+87,999
| +47% | +$5.69M | 0.36% | 73 |
|
|
2025
Q1 | $8.6M | Buy |
+186,885
| New | +$8.6M | 0.22% | 117 |
|
|
2024
Q4 | – | Sell |
-51,200
| Closed | -$2.05M | – | 1631 |
|
|
2024
Q3 | $2.05M | Buy |
+51,200
| New | +$2.05M | 0.05% | 360 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$1K | – | 1777 |
|
|
2022
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1293 |
|