Coatue Management’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 | $56.3M | Hold |
870,947
| – | – | 0.16% | 45 |
|
|
2025
Q1 | $40.1M | Buy |
870,947
+521,887
| +150% | +$24M | 0.18% | 42 |
|
|
2024
Q4 | $21.5M | Sell |
349,060
-521,887
| -60% | -$32.1M | 0.07% | 54 |
|
|
2024
Q3 | $34.8M | Hold |
870,947
| – | – | 0.13% | 53 |
|
|
2024
Q2 | $20.5M | Hold |
870,947
| – | – | 0.08% | 52 |
|
|
2024
Q1 | $23.4M | Buy |
870,947
+186,155
| +27% | +$5.01M | 0.09% | 63 |
|
|
2023
Q4 | $28M | Sell |
684,792
-980,051
| -59% | -$40M | 0.12% | 69 |
|
|
2023
Q3 | $47.5M | Hold |
1,664,843
| – | – | 0.24% | 42 |
|
|
2023
Q2 | $59.6M | Hold |
1,664,843
| – | – | 0.29% | 37 |
|
|
2023
Q1 | $26.5M | Buy |
1,664,843
+832,422
| +100% | +$13.2M | 0.18% | 45 |
|
|
2022
Q4 | $11M | Sell |
832,421
-832,422
| -50% | -$11M | 0.12% | 55 |
|
|
2022
Q3 | $34.6M | Sell |
1,664,843
-697,447
| -30% | -$14.5M | 0.4% | 49 |
|
|
2022
Q2 | $74.7M | Buy |
+2,362,290
| New | +$74.7M | 0.9% | 29 |
|