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 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