Coastal Bridge Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$915K	Sell	35,688 -2,000	-5%	-$70.4K	0.06%	228
2025 Q4	$1.65M	Sell	37,688 -1,182	-3%	-$54.4K	0.12%	172
2025 Q3	$1.97M	Buy	38,870 +403	+1%	+$28.4K	0.15%	150
2025 Q2	$2.49M	Buy	+38,467	New	+$1.89M	0.21%	117
2025 Q1	–	Sell	-35,588	Closed	-$2.19M	–	391
2024 Q4	$2.19M	Sell	35,588 -100	-0.3%	-$6.23K	0.55%	44
2024 Q3	$1.43M	Hold	35,688	–	–	0.35%	51
2024 Q2	$842K	Hold	35,688	–	–	0.21%	70
2024 Q1	$960K	Hold	35,688	–	–	0.22%	69
2023 Q4	$1.46M	Hold	35,688	–	–	0.37%	48
2023 Q3	$1.02M	Hold	35,688	–	–	0.27%	61
2023 Q2	$1.28M	Hold	35,688	–	–	0.31%	50
2023 Q1	$567K	Hold	35,688	–	–	0.14%	86
2022 Q4	$472K	Hold	35,688	–	–	0.13%	90
2022 Q3	$742K	Hold	35,688	–	–	0.2%	70
2022 Q2	$1.13M	Hold	35,688	–	–	0.35%	50
2022 Q1	$3.89M	Buy	35,688 +100	+0.3%	+$11.5K	0.9%	24
2021 Q4	$5.38M	Buy	35,588 +25,588	+256%	+$6.39M	1.12%	21
2021 Q3	$3.16M	Buy	+10,000	New	+$1.97M	0.73%	28