First Round Capital Management III’s Upstart Holdings UPST Stock Holding History

First Round Capital Management III’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
2021 Q2	–	Sell	-2,915,614	Closed	-$376M	–	2
2021 Q1	$376M	Hold	2,915,614	–	–	91.38%	1
2020 Q4	$119M	Buy	+2,915,614	New	+$120M	81.11%	1

Other funds holding UPST

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Round Capital Management III's UPST Position: Q2 2021 in Review

First Round Capital Management III sold out of Upstart Holdings (UPST) in Q2 2021, closing a stake of 2,915,614 shares — an estimated $376M sold.

First Round Capital Management III first reported a position in UPST in Q4 2020 and held it in 2 quarters. The position peaked at $376M in Q1 2021. 254 funds tracked by Wall St. Rank hold UPST as of Q2 2021.

First Round Capital Management III reported no remaining Upstart Holdings position as of Q2 2021 after selling out during the quarter.
First Round Capital Management III sold 2,915,614 Upstart Holdings shares in Q2 2021, an estimated $376M.
First Round Capital Management III first reported a position in Upstart Holdings in Q4 2020 and held it in 2 quarters.
First Round Capital Management III's Upstart Holdings position peaked at $376M in Q1 2021.
254 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2021.

Based on First Round Capital Management III's 13F filing for Q2 2021.