D.E. Shaw & Co’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12M	Sell	467,200 -278,000	-37%	-$9.78M	0.01%	1495
2025 Q4	$32.6M	Sell	745,200 -27,800	-4%	-$1.28M	0.02%	947
2025 Q3	$39.3M	Buy	773,000 +422,300	+120%	+$29.7M	0.02%	780
2025 Q2	$22.7M	Sell	350,700 -92,000	-21%	-$4.51M	0.02%	960
2025 Q1	$20.4M	Sell	442,700 -868,600	-66%	-$54M	0.02%	935
2024 Q4	$80.7M	Buy	1,311,300 +235,700	+22%	+$14.7M	0.06%	393
2024 Q3	$43M	Buy	1,075,600 +625,600	+139%	+$20.8M	0.04%	585
2024 Q2	$10.6M	Sell	450,000 -1,006,600	-69%	-$24.3M	0.01%	1293
2024 Q1	$39.2M	Buy	1,456,600 +866,000	+147%	+$25.6M	0.03%	577
2023 Q4	$24.1M	Buy	590,600 +200,600	+51%	+$6.11M	0.02%	817
2023 Q3	$11.1M	Buy	+390,000	New	+$15.7M	0.01%	1224
2023 Q1	–	Sell	-37,500	Closed	-$496K	–	4886
2022 Q4	$496K	Sell	37,500 -320,600	-90%	-$6.2M	﹤0.01%	3857
2022 Q3	$7.45M	Sell	358,100 -20,000	-5%	-$538K	0.01%	1650
2022 Q2	$12M	Buy	378,100 +328,900	+668%	+$19.6M	0.01%	1242
2022 Q1	$5.37M	Sell	49,200 -28,300	-37%	-$3.26M	0.01%	2229
2021 Q4	$11.7M	Sell	77,500 -20,000	-21%	-$5M	0.01%	1516
2021 Q3	$30.9M	Buy	+97,500	New	+$19.2M	0.03%	771