Gainplan’s Upstart Holdings UPST Stock Holding History

Gainplan’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 Q3	–	Sell	-10,136	Closed	-$1.26M	–	81
2021 Q2	$1.26M	Buy	10,136 +7,636	+305%	+$940K	0.5%	20
2021 Q1	$318K	Buy	+2,500	New	+$192K	0.14%	54

Other funds holding UPST

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

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

VVP

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

FAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Gainplan's UPST Position: Q3 2021 in Review

Gainplan sold out of Upstart Holdings (UPST) in Q3 2021, closing a stake of 10,136 shares — an estimated $1.26M sold.

Gainplan first reported a position in UPST in Q1 2021 and held it in 2 quarters. The position peaked at $1.26M in Q2 2021. 425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

Gainplan reported no remaining Upstart Holdings position as of Q3 2021 after selling out during the quarter.
Gainplan sold 10,136 Upstart Holdings shares in Q3 2021, an estimated $1.26M.
Gainplan first reported a position in Upstart Holdings in Q1 2021 and held it in 2 quarters.
Gainplan's Upstart Holdings position peaked at $1.26M in Q2 2021.
425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Gainplan's 13F filing for Q3 2021, filed 12 Nov 2021.