IC
UPST icon

Intersect Capital’s Upstart Holdings UPST Stock Holding History

Intersect 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
2022
Q2 		– Sell
-1,880
Closed -$205K – 443
2022
Q1 		$205K Buy
1,880
+500
+36% +$57.6K 0.04% 412
2021
Q4 		$209K Buy
1,380
+637
+86% +$159K 0.04% 403
2021
Q3 		$235K Buy
+743
New +$147K 0.04% 339

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intersect Capital's UPST Position: Q2 2022 in Review

Intersect Capital sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 1,880 shares — an estimated $205K sold.

Intersect Capital first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $235K in Q3 2021. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Intersect Capital reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 1,880 Upstart Holdings shares in Q2 2022, an estimated $205K.
  • Intersect Capital first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Intersect Capital's Upstart Holdings position peaked at $235K in Q3 2021.
  • 347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.