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FORA Capital’s Upstart Holdings UPST Stock Holding History

FORA Capital’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
2024
Q4 		– Sell
-5,049
Closed -$202K – 598
2024
Q3 		$202K Buy
+5,049
New +$168K 0.02% 407
2024
Q1 		– Sell
-115,740
Closed -$4.73M – 577
2023
Q4 		$4.73M Buy
+115,740
New +$3.52M 0.41% 76
2022
Q2 		– Sell
-34,106
Closed -$3.89M – 695
2022
Q1 		$3.89M Buy
34,106
+18,505
+119% +$2.13M 0.7% 24
2021
Q4 		$2.36M Buy
+15,601
New +$3.9M 0.92% 17

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

FORA Capital's UPST Position: Q4 2024 in Review

FORA Capital sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 5,049 shares — an estimated $202K sold.

FORA Capital first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $4.73M in Q4 2023. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • FORA Capital reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 5,049 Upstart Holdings shares in Q4 2024, an estimated $202K.
  • FORA Capital first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
  • FORA Capital's Upstart Holdings position peaked at $4.73M in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.