First Trust Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.58M	Buy	373,455 +54,908	+17%	+$1.93M	0.01%	1114
2025 Q4	$13.9M	Buy	318,547 +81,416	+34%	+$3.75M	0.01%	983
2025 Q3	$12M	Sell	237,131 -7,278	-3%	-$512K	0.01%	1044
2025 Q2	$15.8M	Buy	244,409 +103,248	+73%	+$5.06M	0.01%	968
2025 Q1	$6.5M	Buy	141,161 +7,879	+6%	+$490K	0.01%	1197
2024 Q4	$8.21M	Sell	133,282 -67,821	-34%	-$4.23M	0.01%	1131
2024 Q3	$8.05M	Sell	201,103 -169,999	-46%	-$5.65M	0.01%	1116
2024 Q2	$8.75M	Sell	371,102 -87,595	-19%	-$2.11M	0.01%	1065
2024 Q1	$12.3M	Buy	458,697 +144,526	+46%	+$4.27M	0.01%	958
2023 Q4	$12.8M	Buy	314,171 +78,863	+34%	+$2.4M	0.01%	917
2023 Q3	$6.72M	Buy	+235,308	New	+$9.46M	0.01%	1109
2023 Q2	–	Sell	-22,420	Closed	-$356K	–	2450
2023 Q1	$356K	Sell	22,420 -154,518	-87%	-$2.6M	﹤0.01%	2208
2022 Q4	$2.34M	Buy	176,938 +61,615	+53%	+$1.19M	﹤0.01%	1627
2022 Q3	$2.4M	Buy	+115,323	New	+$3.1M	﹤0.01%	1605
2022 Q2	–	Sell	-60,338	Closed	-$6.58M	–	2613
2022 Q1	$6.58M	Buy	60,338 +763	+1%	+$87.9K	0.01%	1187
2021 Q4	$9.01M	Sell	59,575 -28,346	-32%	-$7.08M	0.01%	1096
2021 Q3	$27.8M	Buy	87,921 +48,284	+122%	+$9.52M	0.03%	654
2021 Q2	$4.95M	Buy	+39,637	New	+$4.88M	0.01%	1362