Capital Fund Management (CFM)’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.8M | Buy |
894,094
+39,942
| +5% | +$2.58M | 0.16% | 20 |
|
|
2025
Q1 | $39.3M | Buy |
854,152
+765,134
| +860% | +$35.2M | 0.11% | 37 |
|
|
2024
Q4 | $5.48M | Buy |
+89,018
| New | +$5.48M | 0.01% | 386 |
|
|
2024
Q3 | – | Sell |
-241,029
| Closed | -$5.69M | – | 1075 |
|
|
2024
Q2 | $5.69M | Buy |
241,029
+101,875
| +73% | +$2.4M | 0.02% | 294 |
|
|
2024
Q1 | $3.74M | Buy |
+139,154
| New | +$3.74M | 0.01% | 370 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1088 |
|
|
2023
Q3 | – | Sell |
-47,269
| Closed | -$1.69M | – | 994 |
|
|
2023
Q2 | $1.69M | Buy |
47,269
+24,269
| +106% | +$869K | 0.01% | 435 |
|
|
2023
Q1 | $365K | Buy |
+23,000
| New | +$365K | ﹤0.01% | 521 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 875 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 925 |
|
|
2022
Q2 | – | Sell |
-38,987
| Closed | -$4.25M | – | 918 |
|
|
2022
Q1 | $4.25M | Buy |
+38,987
| New | +$4.25M | 0.03% | 227 |
|