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Cutler Group’s Upstart Holdings UPST Stock Holding History

Cutler Group’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 		$21K Buy
813
+713
+713% +$21.1K 0.01% 1004
2023
Q4 		$4K Sell
100
-2,904
-97% -$88.4K ﹤0.01% 2884
2023
Q3 		$85K Sell
3,004
-17,282
-85% -$695K 0.01% 1217
2023
Q2 		$726K Buy
20,286
+16,086
+383% +$370K 0.1% 232
2023
Q1 		$66K Sell
4,200
-4,078
-49% -$68.6K 0.01% 1189
2022
Q4 		$109K Buy
8,278
+3,089
+60% +$59.7K 0.01% 1116
2022
Q3 		$107K Sell
5,189
-5,912
-53% -$159K 0.01% 1350
2022
Q2 		$351K Sell
11,101
-4,820
-30% -$287K 0.02% 692
2022
Q1 		$1.74M Sell
15,921
-32,882
-67% -$3.79M 0.09% 237
2021
Q4 		$7.38M Sell
48,803
-8,407
-15% -$2.1M 0.31% 48
2021
Q3 		$18.1M Sell
57,210
-52,264
-48% -$10.3M 0.81% 6
2021
Q2 		$13.7M Buy
109,474
+60,221
+122% +$7.41M 0.64% 13
2021
Q1 		$6.35M Buy
+49,253
New +$3.78M 0.31% 60

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cutler Group's UPST Position: Q1 2024 in Review

Cutler Group increased its Upstart Holdings (UPST) stake by 713% in Q1 2024, buying an estimated $21.1K and bringing the position to 813 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #1004.

Cutler Group first reported a position in UPST in Q1 2021 and has held it in 13 quarters since. The position peaked at $18.1M in Q3 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Cutler Group held 813 shares of Upstart Holdings worth $21K as of Q1 2024.
  • Cutler Group bought 713 Upstart Holdings shares in Q1 2024, an estimated $21.1K.
  • Upstart Holdings made up 0.01% of Cutler Group's portfolio in Q1 2024, its #1004 holding.
  • Cutler Group first reported a position in Upstart Holdings in Q1 2021 and has held it in 13 quarters since.
  • Cutler Group's Upstart Holdings position peaked at $18.1M in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.