Gilder Gagnon Howe & Co’s Upstart Holdings UPST Stock Holding History

Gilder Gagnon Howe & Co’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
2022 Q2	–	Sell	-8,371	Closed	-$913K	–	282
2022 Q1	$913K	Buy	8,371 +3,095	+59%	+$357K	0.01%	252
2021 Q4	$798K	Buy	5,276 +5,133	+3,590%	+$1.28M	﹤0.01%	303
2021 Q3	$45K	Buy	+143	New	+$28.2K	﹤0.01%	384

Other funds holding UPST

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Gilder Gagnon Howe & Co's UPST Position: Q2 2022 in Review

Gilder Gagnon Howe & Co sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 8,371 shares — an estimated $913K sold.

Gilder Gagnon Howe & Co first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $913K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Gilder Gagnon Howe & Co reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 8,371 Upstart Holdings shares in Q2 2022, an estimated $913K.
Gilder Gagnon Howe & Co first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
Gilder Gagnon Howe & Co's Upstart Holdings position peaked at $913K in Q1 2022.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2022, filed 15 Aug 2022.