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Inscription Capital’s Upstart Holdings UPST Stock Holding History

Inscription Capital’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
2023
Q2 		– Sell
-10,000
Closed -$159K – 208
2023
Q1 		$159K Buy
+10,000
New +$168K 0.04% 199
2022
Q2 		– Sell
-11,000
Closed -$1.2M – 260
2022
Q1 		$1.2M Buy
11,000
+5,750
+110% +$662K 0.34% 69
2021
Q4 		$794K Buy
5,250
+2,250
+75% +$562K 0.22% 95
2021
Q3 		$949K Buy
+3,000
New +$592K 0.3% 76

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Inscription Capital's UPST Position: Q2 2023 in Review

Inscription Capital sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 10,000 shares — an estimated $159K sold.

Inscription Capital first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $1.2M in Q1 2022. 302 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Inscription Capital reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Inscription Capital sold 10,000 Upstart Holdings shares in Q2 2023, an estimated $159K.
  • Inscription Capital first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
  • Inscription Capital's Upstart Holdings position peaked at $1.2M in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Inscription Capital's 13F filing for Q2 2023, filed 7 Jul 2023.