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Cowen and Company’s Upstart Holdings UPST Stock Holding History

Cowen and Company’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
Q1 		– Sell
-10,000
Closed -$24.3K – 686
2022
Q4 		$24.3K Buy
+10,000
New +$193K ﹤0.01% 322
2021
Q2 		– Sell
-50,400
Closed -$1.42M – 700
2021
Q1 		$1.42M Buy
+50,400
New +$3.86M 0.1% 105

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cowen and Company's UPST Position: Q2 2021 in Review

Cowen and Company sold out of Upstart Holdings (UPST) in Q2 2021, closing a stake of 100,400 shares — an estimated $12.9M sold.

Cowen and Company first reported a position in UPST in Q1 2021 and held it in 1 quarter. The position peaked at $12.9M in Q1 2021. 254 funds tracked by Wall St. Rank hold UPST as of Q2 2021.

  • Cowen and Company reported no remaining Upstart Holdings position as of Q2 2021 after selling out during the quarter.
  • Cowen and Company sold 100,400 Upstart Holdings shares in Q2 2021, an estimated $12.9M.
  • Cowen and Company first reported a position in Upstart Holdings in Q1 2021 and held it in 1 quarter.
  • Cowen and Company's Upstart Holdings position peaked at $12.9M in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2021.

Based on Cowen and Company's 13F filing for Q2 2021, filed 13 Aug 2021.