Cipher Capital’s Upstart Holdings UPST Stock Holding History

Cipher 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
2024 Q1	–	Sell	-17,706	Closed	-$723K	–	619
2023 Q4	$723K	Buy	17,706 +8,218	+87%	+$250K	0.23%	134
2023 Q3	$271K	Buy	+9,488	New	+$381K	0.19%	189

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Cipher Capital's UPST Position: Q1 2024 in Review

Cipher Capital sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 17,706 shares — an estimated $723K sold.

Cipher Capital first reported a position in UPST in Q3 2023 and held it in 2 quarters. The position peaked at $723K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

Cipher Capital reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
Cipher Capital sold 17,706 Upstart Holdings shares in Q1 2024, an estimated $723K.
Cipher Capital first reported a position in Upstart Holdings in Q3 2023 and held it in 2 quarters.
Cipher Capital's Upstart Holdings position peaked at $723K in Q4 2023.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.