Geode Capital Management
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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