Bessemer Group

Bessemer Group’s Upstart Holdings UPST Stock Holding History

Bessemer Group’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
2026 Q1	$3K	Sell	100 -65	-39%	-$2.29K	﹤0.01%	2336
2025 Q4	$7K	Hold	165	–	–	﹤0.01%	2202
2025 Q3	$8K	Buy	165 +100	+154%	+$7.04K	﹤0.01%	2031
2025 Q2	$4K	Hold	65	–	–	﹤0.01%	2098
2025 Q1	$3K	Sell	65 -5	-7%	-$311	﹤0.01%	2186
2024 Q4	$4K	Hold	70	–	–	﹤0.01%	2089
2024 Q3	$3K	Buy	+70	New	+$2.33K	﹤0.01%	2137
2024 Q1	–	Sell	-85	Closed	-$3K	–	2212
2023 Q4	$3K	Buy	+85	New	+$2.59K	﹤0.01%	1975
2021 Q4	–	Sell	-60	Closed	-$19K	–	1986
2021 Q3	$19K	Buy	+60	New	+$11.8K	﹤0.01%	1245

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return