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Dorsal Capital Management’s Upstart Holdings UPST Stock Holding History

Dorsal Capital Management’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
2023
Q2 		– Sell
-400,000
Closed -$6.36M – 31
2023
Q1 		$6.36M Buy
+400,000
New +$6.73M 0.2% 28

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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Dorsal Capital Management's UPST Position: Q1 2023 in Review

Dorsal Capital Management sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 75,000 shares — an estimated $1.26M sold.

Dorsal Capital Management first reported a position in UPST in Q3 2022 and held it in 2 quarters. The position peaked at $1.56M in Q3 2022. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

  • Dorsal Capital Management reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
  • Dorsal Capital Management sold 75,000 Upstart Holdings shares in Q1 2023, an estimated $1.26M.
  • Dorsal Capital Management first reported a position in Upstart Holdings in Q3 2022 and held it in 2 quarters.
  • Dorsal Capital Management's Upstart Holdings position peaked at $1.56M in Q3 2022.
  • 265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Dorsal Capital Management's 13F filing for Q1 2023, filed 15 May 2023.