Envestnet Asset 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 | $2.2M | Sell |
33,997
-15,673
| -32% | -$1.01M | ﹤0.01% | 2763 |
|
|
2025
Q1 | $2.29M | Sell |
49,670
-9,541
| -16% | -$439K | ﹤0.01% | 2641 |
|
|
2024
Q4 | $3.65M | Buy |
59,211
+4,826
| +9% | +$297K | ﹤0.01% | 2314 |
|
|
2024
Q3 | $2.18M | Buy |
54,385
+34,918
| +179% | +$1.4M | ﹤0.01% | 2596 |
|
|
2024
Q2 | $459K | Buy |
19,467
+1,735
| +10% | +$40.9K | ﹤0.01% | 3510 |
|
|
2024
Q1 | $477K | Sell |
17,732
-5,983
| -25% | -$161K | ﹤0.01% | 3460 |
|
|
2023
Q4 | $969K | Sell |
23,715
-6,187
| -21% | -$253K | ﹤0.01% | 2957 |
|
|
2023
Q3 | $853K | Buy |
29,902
+10,443
| +54% | +$298K | ﹤0.01% | 2921 |
|
|
2023
Q2 | $697K | Buy |
+19,459
| New | +$697K | ﹤0.01% | 3022 |
|
|
2023
Q1 | – | Sell |
-16,660
| Closed | -$220K | – | 4116 |
|
|
2022
Q4 | $220K | Buy |
16,660
+1,950
| +13% | +$25.8K | ﹤0.01% | 3627 |
|
|
2022
Q3 | $306K | Buy |
14,710
+1,592
| +12% | +$33.1K | ﹤0.01% | 3331 |
|
|
2022
Q2 | $415K | Buy |
13,118
+1,307
| +11% | +$41.3K | ﹤0.01% | 3166 |
|
|
2022
Q1 | $1.29M | Buy |
11,811
+9,898
| +517% | +$1.08M | ﹤0.01% | 2476 |
|
|
2021
Q4 | $289K | Sell |
1,913
-3,324
| -63% | -$502K | ﹤0.01% | 3444 |
|
|
2021
Q3 | $1.66M | Sell |
5,237
-51,988
| -91% | -$16.4M | ﹤0.01% | 2210 |
|
|
2021
Q2 | $7.15M | Buy |
57,225
+1,789
| +3% | +$223K | ﹤0.01% | 1309 |
|
|
2021
Q1 | $7.14M | Buy |
55,436
+47,041
| +560% | +$6.06M | ﹤0.01% | 1235 |
|
|
2020
Q4 | $342K | Buy |
+8,395
| New | +$342K | ﹤0.01% | 2861 |
|