IMC Chicago

IMC Chicago’s Upstart Holdings UPST Stock Holding History

IMC Chicago’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
2026 Q1	$1.41M	Buy	54,840 +8,126	+17%	+$286K	0.02%	2923
2025 Q4	$2.04M	Sell	46,714 -131,649	-74%	-$6.06M	0.04%	2399
2025 Q3	$9.06M	Buy	+178,363	New	+$12.5M	0.16%	1202
2025 Q2	–	Sell	-27,847	Closed	-$1.37M	–	4385
2025 Q1	$1.28M	Sell	27,847 -109,395	-80%	-$6.8M	0.05%	2110
2024 Q4	$8.45M	Buy	137,242 +120,243	+707%	+$7.5M	0.23%	994
2024 Q3	$680K	Sell	16,999 -109,578	-87%	-$3.64M	0.02%	2254
2024 Q2	$2.99M	Buy	+126,577	New	+$3.05M	0.1%	1332
2024 Q1	–	Sell	-26,444	Closed	-$782K	–	3082
2023 Q4	$1.08M	Buy	+26,444	New	+$805K	0.03%	1408
2023 Q3	–	Hold	0	–	–	–	2048
2023 Q2	–	Hold	0	–	–	–	1773
2023 Q1	–	Sell	-86,766	Closed	-$1.46M	–	1742
2022 Q4	$1.15M	Sell	86,766 -9,307	-10%	-$180K	0.25%	972
2022 Q3	$2M	Buy	96,073 +37,020	+63%	+$996K	0.18%	752
2022 Q2	$1.87M	Buy	59,053 +37,190	+170%	+$2.21M	0.18%	708
2022 Q1	$2.38M	Buy	+21,863	New	+$2.52M	0.12%	737
2021 Q4	–	Hold	0	–	–	–	1539
2021 Q3	–	Sell	-11,651	Closed	-$2.3M	–	1518
2021 Q2	$1.46M	Buy	+11,651	New	+$1.43M	0.12%	834

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return