BIT Capital’s Upstart Holdings UPST Stock Holding History

BIT Capital’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
2023 Q3	–	Sell	-75,000	Closed	-$2.69M	–	163
2023 Q2	$2.69M	Buy	75,000 +51,000	+213%	+$1.17M	0.25%	43
2023 Q1	$381K	Buy	24,000 +4,000	+20%	+$67.3K	0.06%	96
2022 Q4	$264K	Hold	20,000	–	–	0.05%	107
2022 Q3	$416K	Sell	20,000 -553,200	-97%	-$14.9M	0.08%	78
2022 Q2	$18.1M	Sell	573,200 -125,400	-18%	-$7.47M	2.46%	16
2022 Q1	$76.2M	Buy	+698,600	New	+$80.5M	6.73%	5

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BIT Capital's UPST Position: Q4 2024 in Review

BIT Capital sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 25,871 shares — an estimated $1.04M sold.

BIT Capital first reported a position in UPST in Q4 2020 and held it in 9 quarters. The position peaked at $382M in Q3 2021. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

BIT Capital reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
BIT Capital sold 25,871 Upstart Holdings shares in Q4 2024, an estimated $1.04M.
BIT Capital first reported a position in Upstart Holdings in Q4 2020 and held it in 9 quarters.
BIT Capital's Upstart Holdings position peaked at $382M in Q3 2021.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on BIT Capital's 13F filing for Q4 2024, filed 12 Feb 2025.