AIM
UPST icon

Arcadia Investment Management’s Upstart Holdings UPST Stock Holding History

Arcadia Investment Management’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
2024
Q4 		– Sell
-65
Closed -$2.6K – 323
2024
Q3 		$2.6K Sell
65
-50
-43% -$1.66K ﹤0.01% 240
2024
Q2 		$2.71K Sell
115
-6,400
-98% -$154K ﹤0.01% 295
2024
Q1 		$175K Hold
6,515
– – 0.03% 129
2023
Q4 		$266K Hold
6,515
– – 0.05% 114
2023
Q3 		$186K Buy
6,515
+25
+0.4% +$1K 0.04% 126
2023
Q2 		$232K Sell
6,490
-4,000
-38% -$92K 0.05% 121
2023
Q1 		$167K Hold
10,490
– – 0.04% 144
2022
Q4 		$139K Buy
10,490
+6,963
+197% +$135K 0.03% 154
2022
Q3 		$73K Sell
3,527
-950
-21% -$25.6K 0.02% 171
2022
Q2 		$142K Buy
4,477
+2,200
+97% +$131K 0.03% 142
2022
Q1 		$248K Buy
2,277
+770
+51% +$88.7K 0.05% 129
2021
Q4 		$228K Buy
+1,507
New +$376K 0.04% 138

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Arcadia Investment Management's UPST Position: Q4 2024 in Review

Arcadia Investment Management sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 65 shares — an estimated $2.6K sold.

Arcadia Investment Management first reported a position in UPST in Q4 2021 and held it in 12 quarters. The position peaked at $266K in Q4 2023. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Arcadia Investment Management reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 65 Upstart Holdings shares in Q4 2024, an estimated $2.6K.
  • Arcadia Investment Management first reported a position in Upstart Holdings in Q4 2021 and held it in 12 quarters.
  • Arcadia Investment Management's Upstart Holdings position peaked at $266K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Arcadia Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.