Capula Management’s Upstart Holdings UPST Stock Holding History

Capula Management’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	-42,580	Closed	-$1.52M	–	671
2023 Q2	$1.52M	Sell	42,580 -6,809	-14%	-$157K	0.04%	154
2023 Q1	$785K	Buy	49,389 +26,645	+117%	+$448K	0.01%	374
2022 Q4	$301K	Buy	+22,744	New	+$440K	﹤0.01%	650

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Capula Management's UPST Position: Q3 2023 in Review

Capula Management sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 42,580 shares — an estimated $1.52M sold.

Capula Management first reported a position in UPST in Q4 2022 and held it in 3 quarters. The position peaked at $1.52M in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Capula Management reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Capula Management sold 42,580 Upstart Holdings shares in Q3 2023, an estimated $1.52M.
Capula Management first reported a position in Upstart Holdings in Q4 2022 and held it in 3 quarters.
Capula Management's Upstart Holdings position peaked at $1.52M in Q2 2023.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Capula Management's 13F filing for Q3 2023, filed 3 Nov 2023.