Engineers Gate Manager’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-136,866
| Closed | -$6.3M | – | 2559 |
|
|
2025
Q1 | $6.3M | Sell |
136,866
-143,143
| -51% | -$6.59M | 0.11% | 263 |
|
|
2024
Q4 | $17.2M | Buy |
280,009
+128,070
| +84% | +$7.89M | 0.3% | 55 |
|
|
2024
Q3 | $6.08M | Buy |
+151,939
| New | +$6.08M | 0.12% | 234 |
|
|
2024
Q1 | – | Sell |
-34,574
| Closed | -$1.41M | – | 2321 |
|
|
2023
Q4 | $1.41M | Buy |
+34,574
| New | +$1.41M | 0.04% | 609 |
|
|
2022
Q4 | – | Sell |
-28,960
| Closed | -$602K | – | 2056 |
|
|
2022
Q3 | $602K | Buy |
+28,960
| New | +$602K | 0.04% | 684 |
|
|
2022
Q1 | – | Sell |
-7,043
| Closed | -$1.07M | – | 2325 |
|
|
2021
Q4 | $1.07M | Buy |
7,043
+5,110
| +264% | +$773K | 0.05% | 588 |
|
|
2021
Q3 | $612K | Buy |
+1,933
| New | +$612K | 0.03% | 760 |
|