Dimensional Fund Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
32,384
+87
| +0.3% | +$5.63K | ﹤0.01% | 2752 |
|
|
2025
Q1 | $1.49M | Buy |
32,297
+15,230
| +89% | +$701K | ﹤0.01% | 2784 |
|
|
2024
Q4 | $1.05M | Sell |
17,067
-8,188
| -32% | -$504K | ﹤0.01% | 2903 |
|
|
2024
Q3 | $1.01M | Sell |
25,255
-390
| -2% | -$15.6K | ﹤0.01% | 2907 |
|
|
2024
Q2 | $605K | Sell |
25,645
-392
| -2% | -$9.25K | ﹤0.01% | 2996 |
|
|
2024
Q1 | $700K | Buy |
26,037
+1,022
| +4% | +$27.5K | ﹤0.01% | 2987 |
|
|
2023
Q4 | $1.02M | Buy |
25,015
+389
| +2% | +$15.9K | ﹤0.01% | 2932 |
|
|
2023
Q3 | $703K | Sell |
24,626
-20,946
| -46% | -$598K | ﹤0.01% | 2990 |
|
|
2023
Q2 | $1.63M | Buy |
45,572
+89
| +0.2% | +$3.19K | ﹤0.01% | 2833 |
|
|
2023
Q1 | $723K | Buy |
+45,483
| New | +$723K | ﹤0.01% | 2968 |
|
|
2022
Q3 | – | Sell |
-10,149
| Closed | -$321K | – | 3524 |
|
|
2022
Q2 | $321K | Buy |
10,149
+531
| +6% | +$16.8K | ﹤0.01% | 3165 |
|
|
2022
Q1 | $1.05M | Buy |
9,618
+6,171
| +179% | +$673K | ﹤0.01% | 2986 |
|
|
2021
Q4 | $522K | Buy |
3,447
+164
| +5% | +$24.8K | ﹤0.01% | 3155 |
|
|
2021
Q3 | $1.04M | Buy |
+3,283
| New | +$1.04M | ﹤0.01% | 3041 |
|