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Belvedere Trading’s
Upstart Holdings
UPST
Stock Holding History
Belvedere Trading’s Portfolio
UPST Stock Details
UPST Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-1,500
Closed
-$92.4K
–
1002
2024
Q4
$92.4K
Hold
1,500
–
–
﹤0.01%
526
2024
Q3
$60K
Buy
+1,500
New
+$49.9K
﹤0.01%
511
2024
Q2
–
Sell
-3,800
Closed
-$102K
–
918
2024
Q1
$102K
Sell
3,800
-20,400
-84%
-$603K
﹤0.01%
440
2023
Q4
$989K
Sell
24,200
-19,300
-44%
-$588K
﹤0.01%
96
2023
Q3
$1.24M
Buy
43,500
+10,800
+33%
+$434K
﹤0.01%
70
2023
Q2
$1.17M
Buy
+32,700
New
+$752K
﹤0.01%
74
2023
Q1
–
Sell
-3,100
Closed
-$41K
–
1440
2022
Q4
$41K
Buy
+3,100
New
+$59.9K
﹤0.01%
691
2022
Q3
–
Sell
-6,300
Closed
-$178K
–
408
2022
Q2
$178K
Buy
+6,300
New
+$375K
0.01%
194
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$206B AUM
31.61%
1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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