Capital CS Group’s Upstart Holdings UPST Stock Holding History

Capital CS 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
2025 Q2	–	Sell	-10,200	Closed	-$13.4K	–	84
2025 Q1	$13.4K	Buy	+10,200	New	+$634K	0.02%	52

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Capital CS Group's UPST Position: Q2 2022 in Review

Capital CS Group sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 2,791 shares — an estimated $304K sold.

Capital CS Group first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $472K in Q4 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Capital CS Group reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Capital CS Group sold 2,791 Upstart Holdings shares in Q2 2022, an estimated $304K.
Capital CS Group first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
Capital CS Group's Upstart Holdings position peaked at $472K in Q4 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Capital CS Group's 13F filing for Q2 2022, filed 19 Jul 2022.