Jacobs Levy Equity Management’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
Sell
-23,230
Closed -$1.07M 1173
2025
Q1
$1.07M Sell
23,230
-3,187
-12% -$147K ﹤0.01% 796
2024
Q4
$1.63M Sell
26,417
-20,901
-44% -$1.29M 0.01% 637
2024
Q3
$1.89M Buy
47,318
+23,073
+95% +$923K 0.01% 615
2024
Q2
$572K Buy
+24,245
New +$572K ﹤0.01% 821