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	$23.5M	Sell	916,600 -238,100	-21%	-$8.38M	0.01%	1049
2025 Q4	$50.5M	Buy	1,154,700 +123,100	+12%	+$5.67M	0.03%	696
2025 Q3	$52.4M	Buy	1,031,600 +541,600	+111%	+$38.1M	0.03%	631
2025 Q2	$31.7M	Buy	490,000 +280,000	+133%	+$13.7M	0.02%	787
2025 Q1	$9.67M	Buy	210,000 +170,000	+425%	+$10.6M	0.01%	1430
2024 Q4	$2.46M	Buy	40,000 +10,000	+33%	+$623K	﹤0.01%	2564
2024 Q3	$1.2M	Sell	30,000 -70,000	-70%	-$2.33M	﹤0.01%	3133
2024 Q2	$2.36M	Sell	100,000 -20,000	-17%	-$483K	﹤0.01%	2511
2024 Q1	$3.23M	Buy	120,000 +40,000	+50%	+$1.18M	﹤0.01%	2248
2023 Q4	$3.27M	Sell	80,000 -330,000	-80%	-$10M	﹤0.01%	2272
2023 Q3	$11.7M	Buy	410,000 +55,000	+15%	+$2.21M	0.01%	1178
2023 Q2	$12.7M	Buy	355,000 +248,600	+234%	+$5.72M	0.01%	1150
2023 Q1	$1.69M	Buy	+106,400	New	+$1.79M	﹤0.01%	2818
2022 Q4	–	Sell	-430,000	Closed	-$8.94M	–	5143
2022 Q3	$8.94M	Buy	430,000 +230,000	+115%	+$6.19M	0.01%	1458
2022 Q2	$6.32M	Sell	200,000 -481,500	-71%	-$28.7M	0.01%	1848
2022 Q1	$74.3M	Buy	681,500 +243,100	+55%	+$28M	0.07%	333
2021 Q4	$66.3M	Buy	438,400 +243,400	+125%	+$60.8M	0.06%	429
2021 Q3	$61.7M	Buy	+195,000	New	+$38.5M	0.06%	432