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Credit Suisse’s Upstart Holdings UPST Stock Holding History

Credit Suisse’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 		$1.92M Sell
71,570
-223
-0.3% -$6.59K ﹤0.01% 1876
2023
Q4 		$2.93M Buy
71,793
+4,652
+7% +$142K ﹤0.01% 1658
2023
Q3 		$1.92M Sell
67,141
-8,671
-11% -$348K ﹤0.01% 1868
2023
Q2 		$2.71M Buy
75,812
+8,645
+13% +$199K ﹤0.01% 1725
2023
Q1 		$1.07M Sell
67,167
-5,296
-7% -$89.1K ﹤0.01% 2287
2022
Q4 		$958K Sell
72,463
-46,748
-39% -$903K ﹤0.01% 2371
2022
Q3 		$2.48M Buy
119,211
+20,997
+21% +$565K ﹤0.01% 1715
2022
Q2 		$3.1M Buy
98,214
+25,845
+36% +$1.54M ﹤0.01% 1613
2022
Q1 		$7.89M Sell
72,369
-20,813
-22% -$2.4M 0.01% 1158
2021
Q4 		$14.1M Buy
93,182
+1,636
+2% +$409K 0.01% 1279
2021
Q3 		$29M Buy
91,546
+20,551
+29% +$4.05M 0.02% 905
2021
Q2 		$8.87M Buy
+70,995
New +$8.74M ﹤0.01% 1643

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse's UPST Position: Q1 2024 in Review

Credit Suisse reduced its Upstart Holdings (UPST) stake by 0.31% in Q1 2024, selling an estimated $6.59K and leaving 71,570 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Credit Suisse first reported a position in UPST in Q2 2021 and has held it in 12 quarters since. The position peaked at $29M in Q3 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Credit Suisse held 71,570 shares of Upstart Holdings worth $1.92M as of Q1 2024.
  • Credit Suisse sold 223 Upstart Holdings shares in Q1 2024, an estimated $6.59K.
  • Upstart Holdings made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1876 holding.
  • Credit Suisse first reported a position in Upstart Holdings in Q2 2021 and has held it in 12 quarters since.
  • Credit Suisse's Upstart Holdings position peaked at $29M in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.