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	$346K	Sell	68,700 -432,800	-86%	-$12.8M	0.11%	177
2023 Q4	$4.73M	Sell	501,500 -65,200	-12%	-$1.99M	0.42%	47
2023 Q3	$2.49M	Buy	566,700 +282,700	+100%	+$11.4M	0.26%	87
2023 Q2	$2.73M	Buy	284,000 +66,900	+31%	+$1.54M	0.38%	50
2023 Q1	$298K	Sell	217,100 -125,200	-37%	-$2.11M	0.03%	521
2022 Q4	$88K	Buy	342,300 +210,100	+159%	+$4.06M	0.01%	1242
2022 Q3	$110K	Sell	132,200 -18,600	-12%	-$500K	0.01%	1332
2022 Q2	$404K	Buy	150,800 +5,900	+4%	+$351K	0.03%	618
2022 Q1	$1.19M	Buy	144,900 +102,800	+244%	+$11.8M	0.06%	336
2021 Q4	$504K	Sell	42,100 -218,500	-84%	-$54.6M	0.02%	743
2021 Q3	$17.4M	Buy	260,600 +47,600	+22%	+$9.39M	0.78%	10
2021 Q2	$2.31M	Buy	213,000 +123,200	+137%	+$15.2M	0.11%	211
2021 Q1	$2.07M	Buy	+89,800	New	+$6.89M	0.1%	214

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return