Azora Capital LP’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-221,480
Closed -$13.6M 63
2024
Q4
$13.6M Sell
221,480
-108,275
-33% -$6.67M 0.61% 37
2024
Q3
$13.2M Sell
329,755
-41,553
-11% -$1.66M 0.71% 33
2024
Q2
$8.76M Buy
371,308
+161,067
+77% +$3.8M 0.4% 37
2024
Q1
$5.65M Buy
+210,241
New +$5.65M 0.41% 44
2022
Q4
Sell
-282,899
Closed -$6.22M 45
2022
Q3
$6.22M Buy
+282,899
New +$6.22M 0.92% 32