Connor, Clark & Lunn Investment Management (CC&L)’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.8M | Buy |
739,261
+62,212
| +9% | +$4.02M | 0.17% | 110 |
|
|
2025
Q1 | $31.2M | Buy |
677,049
+221,881
| +49% | +$10.2M | 0.14% | 129 |
|
|
2024
Q4 | $28M | Sell |
455,168
-270,414
| -37% | -$16.6M | 0.13% | 129 |
|
|
2024
Q3 | $29M | Buy |
725,582
+282,481
| +64% | +$11.3M | 0.14% | 120 |
|
|
2024
Q2 | $10.5M | Buy |
443,101
+266,985
| +152% | +$6.3M | 0.04% | 269 |
|
|
2024
Q1 | $4.74M | Buy |
176,116
+115,273
| +189% | +$3.1M | 0.02% | 443 |
|
|
2023
Q4 | $2.49M | Sell |
60,843
-18,407
| -23% | -$752K | 0.01% | 613 |
|
|
2023
Q3 | $2.26M | Buy |
79,250
+21,668
| +38% | +$618K | 0.01% | 584 |
|
|
2023
Q2 | $2.06M | Buy |
+57,582
| New | +$2.06M | 0.01% | 605 |
|