J. Goldman & Co’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
170,728
+165,228
| +3,004% | +$10.7M | 0.26% | 97 |
|
|
2025
Q1 | $253K | Buy |
+5,500
| New | +$253K | 0.01% | 281 |
|
|
2024
Q4 | – | Sell |
-64,519
| Closed | -$2.58M | – | 485 |
|
|
2024
Q3 | $2.58M | Buy |
+64,519
| New | +$2.58M | 0.07% | 145 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 361 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 380 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 382 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 372 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 371 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 359 |
|