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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 		$362K Sell
36,500
-212,900
-85% -$6.3M 0.12% 172
2023
Q4 		$1.59M Sell
249,400
-59,600
-19% -$1.81M 0.14% 145
2023
Q3 		$2.85M Buy
309,000
+15,500
+5% +$623K 0.29% 66
2023
Q2 		$1.29M Buy
293,500
+205,100
+232% +$4.72M 0.18% 125
2023
Q1 		$962K Buy
88,400
+25,100
+40% +$422K 0.1% 209
2022
Q4 		$1.32M Sell
63,300
-10,500
-14% -$203K 0.11% 188
2022
Q3 		$4.12M Sell
73,800
-70,300
-49% -$1.89M 0.28% 52
2022
Q2 		$5.61M Buy
144,100
+10,100
+8% +$601K 0.39% 37
2022
Q1 		$4.2M Buy
134,000
+54,900
+69% +$6.33M 0.22% 85
2021
Q4 		$4.2M Sell
79,100
-182,100
-70% -$45.5M 0.18% 113
2021
Q3 		$1.37M Buy
261,200
+70,100
+37% +$13.8M 0.06% 352
2021
Q2 		$3.67M Buy
191,100
+22,200
+13% +$2.73M 0.17% 118
2021
Q1 		$1.25M Buy
+168,900
New +$13M 0.06% 356

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.