FNY Investment Advisers’s Upstart Holdings UPST Stock Holding History

FNY Investment Advisers’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
2026 Q2	$77K	Buy	+2,199	New	+$67.8K	0.03%	357
2022 Q4	–	Sell	-210	Closed	-$4K	–	819
2022 Q3	$4K	Buy	210 +190	+950%	+$5.11K	﹤0.01%	480
2022 Q2	$0	Buy	+20	New	+$1.19K	﹤0.01%	1000
2022 Q1	–	Sell	-5,000	Closed	-$756K	–	985
2021 Q4	$756K	Buy	+5,000	New	+$1.25M	0.41%	56
2021 Q2	–	Sell	-1,200	Closed	-$154K	–	1011
2021 Q1	$154K	Buy	+1,200	New	+$92K	0.06%	229

Other funds holding UPST

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return