Belvedere Trading
UPST icon

Belvedere Trading’s Upstart Holdings UPST Stock Holding History

Belvedere Trading’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
Q1 		– Sell
-7,300
Closed -$449K – 1001
2024
Q4 		$449K Hold
7,300
– – ﹤0.01% 257
2024
Q3 		$292K Buy
+7,300
New +$243K ﹤0.01% 269
2024
Q2 		– Sell
-10,200
Closed -$274K – 917
2024
Q1 		$274K Sell
10,200
-50,300
-83% -$1.49M ﹤0.01% 261
2023
Q4 		$2.47M Sell
60,500
-1,400
-2% -$42.6K ﹤0.01% 46
2023
Q3 		$1.77M Buy
61,900
+13,000
+27% +$522K ﹤0.01% 53
2023
Q2 		$1.75M Buy
48,900
+33,800
+224% +$778K ﹤0.01% 52
2023
Q1 		$240K Sell
15,100
-500
-3% -$8.41K ﹤0.01% 280
2022
Q4 		$206K Buy
+15,600
New +$301K ﹤0.01% 324
2022
Q3 		– Sell
-5,100
Closed -$144K – 407
2022
Q2 		$144K Buy
+5,100
New +$304K ﹤0.01% 216

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Belvedere Trading's UPST Position: Q4 2023 in Review

Belvedere Trading sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 9,682 shares — an estimated $295K sold.

Belvedere Trading first reported a position in UPST in Q4 2022 and held it in 3 quarters. The position peaked at $276K in Q3 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Belvedere Trading reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Belvedere Trading sold 9,682 Upstart Holdings shares in Q4 2023, an estimated $295K.
  • Belvedere Trading first reported a position in Upstart Holdings in Q4 2022 and held it in 3 quarters.
  • Belvedere Trading's Upstart Holdings position peaked at $276K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Belvedere Trading's 13F filing for Q4 2023, filed 13 Feb 2024.