Freshford Capital Management’s Upstart Holdings UPST Stock Holding History

Freshford Capital Management’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
2023 Q4	–	Sell	-218,468	Closed	-$6.24M	–	23
2023 Q3	$6.24M	Hold	218,468	–	–	1.04%	18
2023 Q2	$7.82M	Hold	218,468	–	–	1.2%	18
2023 Q1	$3.47M	Buy	+218,468	New	+$3.68M	0.53%	21
2022 Q4	–	Sell	-285,000	Closed	-$5.92M	–	22
2022 Q3	$5.92M	Buy	+285,000	New	+$7.67M	0.92%	22

Other funds holding UPST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freshford Capital Management's UPST Position: Q4 2023 in Review

Freshford Capital Management sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 218,468 shares — an estimated $6.24M sold.

Freshford Capital Management first reported a position in UPST in Q3 2022 and held it in 4 quarters. The position peaked at $7.82M in Q2 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Freshford Capital Management reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Freshford Capital Management sold 218,468 Upstart Holdings shares in Q4 2023, an estimated $6.24M.
Freshford Capital Management first reported a position in Upstart Holdings in Q3 2022 and held it in 4 quarters.
Freshford Capital Management's Upstart Holdings position peaked at $7.82M in Q2 2023.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Freshford Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.