Gemmer Asset Management’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	$651K	Buy	25,393 +1,375	+6%	+$48.4K	0.05%	98
2025 Q4	$1.05M	Sell	24,018 -1,495	-6%	-$68.8K	0.08%	83
2025 Q3	$1.3M	Sell	25,513 -500	-2%	-$35.2K	0.1%	73
2025 Q2	$1.68M	Buy	26,013 +7,857	+43%	+$385K	0.15%	62
2025 Q1	$836K	Buy	18,156 +141	+0.8%	+$8.77K	0.08%	79
2024 Q4	$1.11M	Sell	18,015 -446	-2%	-$27.8K	0.11%	72
2024 Q3	$739K	Hold	18,461	–	–	0.07%	79
2024 Q2	$435K	Buy	18,461 +9,669	+110%	+$233K	0.05%	92
2024 Q1	$236K	Buy	8,792 +666	+8%	+$19.7K	0.03%	120
2023 Q4	$332K	Hold	8,126	–	–	0.04%	96
2023 Q3	$232K	Hold	8,126	–	–	0.03%	115
2023 Q2	$291K	Buy	+8,126	New	+$187K	0.04%	103
2022 Q2	–	Sell	-2,474	Closed	-$269K	–	1085
2022 Q1	$269K	Buy	+2,474	New	+$285K	0.03%	110