EMC Capital Management’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 | $556K | Buy |
8,600
+3,500
| +69% | +$226K | 0.3% | 14 |
|
|
2025
Q1 | $239K | Hold |
5,100
| – | – | 0.14% | 121 |
|
|
2024
Q4 | $314K | Sell |
5,100
-14,900
| -75% | -$917K | 0.18% | 90 |
|
|
2024
Q3 | $436K | Buy |
20,000
+13,700
| +217% | +$299K | 0.29% | 50 |
|
|
2024
Q2 | $145K | Buy |
6,300
+2,000
| +47% | +$46K | 0.08% | 203 |
|
|
2024
Q1 | $109K | Buy |
4,300
+600
| +16% | +$15.2K | 0.07% | 239 |
|
|
2023
Q4 | $151K | Hold |
3,700
| – | – | 0.1% | 180 |
|
|
2023
Q3 | $106K | Buy |
+3,700
| New | +$106K | 0.08% | 213 |
|