Geode Capital Management’s Upstart Holdings UPST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $130M | Buy |
2,009,116
+73,582
| +4% | +$4.76M | 0.01% | 866 |
|
2025
Q1 | $89.1M | Buy |
1,935,534
+89,096
| +5% | +$4.1M | 0.01% | 1043 |
|
2024
Q4 | $114M | Buy |
1,846,438
+29,664
| +2% | +$1.83M | 0.01% | 923 |
|
2024
Q3 | $72.7M | Buy |
1,816,774
+29,482
| +2% | +$1.18M | 0.01% | 1208 |
|
2024
Q2 | $42.2M | Buy |
1,787,292
+120,263
| +7% | +$2.84M | ﹤0.01% | 1468 |
|
2024
Q1 | $44.8M | Buy |
1,667,029
+63,565
| +4% | +$1.71M | ﹤0.01% | 1427 |
|
2023
Q4 | $65.5M | Buy |
1,603,464
+101,638
| +7% | +$4.15M | 0.01% | 1154 |
|
2023
Q3 | $42.9M | Buy |
1,501,826
+65,249
| +5% | +$1.86M | 0.01% | 1326 |
|
2023
Q2 | $51.4M | Buy |
1,436,577
+407,395
| +40% | +$14.6M | 0.01% | 1225 |
|
2023
Q1 | $16.4M | Buy |
1,029,182
+42,940
| +4% | +$682K | ﹤0.01% | 1933 |
|
2022
Q4 | $13M | Buy |
986,242
+45,450
| +5% | +$601K | ﹤0.01% | 2074 |
|
2022
Q3 | $19.6M | Buy |
940,792
+152,993
| +19% | +$3.18M | ﹤0.01% | 1752 |
|
2022
Q2 | $24.9M | Buy |
787,799
+104,939
| +15% | +$3.31M | ﹤0.01% | 1610 |
|
2022
Q1 | $74.4M | Buy |
682,860
+19,183
| +3% | +$2.09M | 0.01% | 953 |
|
2021
Q4 | $100M | Buy |
663,677
+65,978
| +11% | +$9.98M | 0.01% | 826 |
|
2021
Q3 | $189M | Buy |
597,699
+363,573
| +155% | +$115M | 0.03% | 548 |
|
2021
Q2 | $29.2M | Buy |
234,126
+35,309
| +18% | +$4.41M | ﹤0.01% | 1708 |
|
2021
Q1 | $25.6M | Buy |
198,817
+148,032
| +291% | +$19.1M | ﹤0.01% | 1716 |
|
2020
Q4 | $2.07M | Buy |
+50,785
| New | +$2.07M | ﹤0.01% | 3066 |
|