Dimensional Fund Advisors’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	$26.2M	Buy	1,022,780 +744,190	+267%	+$26.2M	0.01%	1840
2025 Q4	$12.2M	Buy	278,590 +220,829	+382%	+$10.2M	﹤0.01%	2220
2025 Q3	$2.93M	Buy	57,761 +25,377	+78%	+$1.79M	﹤0.01%	2667
2025 Q2	$2.09M	Buy	32,384 +87	+0.3%	+$4.27K	﹤0.01%	2752
2025 Q1	$1.49M	Buy	32,297 +15,230	+89%	+$947K	﹤0.01%	2784
2024 Q4	$1.05M	Sell	17,067 -8,188	-32%	-$510K	﹤0.01%	2903
2024 Q3	$1.01M	Sell	25,255 -390	-2%	-$13K	﹤0.01%	2907
2024 Q2	$605K	Sell	25,645 -392	-2%	-$9.46K	﹤0.01%	2996
2024 Q1	$700K	Buy	26,037 +1,022	+4%	+$30.2K	﹤0.01%	2987
2023 Q4	$1.02M	Buy	25,015 +389	+2%	+$11.8K	﹤0.01%	2932
2023 Q3	$703K	Sell	24,626 -20,946	-46%	-$842K	﹤0.01%	2990
2023 Q2	$1.63M	Buy	45,572 +89	+0.2%	+$2.05K	﹤0.01%	2833
2023 Q1	$723K	Buy	+45,483	New	+$765K	﹤0.01%	2968
2022 Q3	–	Sell	-10,149	Closed	-$321K	–	3524
2022 Q2	$321K	Buy	10,149 +531	+6%	+$31.6K	﹤0.01%	3165
2022 Q1	$1.05M	Buy	9,618 +6,171	+179%	+$711K	﹤0.01%	2986
2021 Q4	$522K	Buy	3,447 +164	+5%	+$41K	﹤0.01%	3155
2021 Q3	$1.04M	Buy	+3,283	New	+$648K	﹤0.01%	3041