Jump Financial’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 | $15.5M | Sell |
238,972
-23,355
| -9% | -$1.51M | 0.17% | 136 |
|
|
2025
Q1 | $12.1M | Buy |
262,327
+95,290
| +57% | +$4.39M | 0.17% | 147 |
|
|
2024
Q4 | $10.3M | Buy |
167,037
+147,608
| +760% | +$9.09M | 0.21% | 110 |
|
|
2024
Q3 | $777K | Buy |
+19,429
| New | +$777K | 0.02% | 906 |
|
|
2023
Q4 | – | Sell |
-15,200
| Closed | -$434K | – | 2268 |
|
|
2023
Q3 | $434K | Buy |
15,200
+7,210
| +90% | +$206K | 0.02% | 1089 |
|
|
2023
Q2 | $286K | Sell |
7,990
-122,928
| -94% | -$4.4M | 0.01% | 1328 |
|
|
2023
Q1 | $2.08M | Buy |
+130,918
| New | +$2.08M | 0.08% | 352 |
|
|
2022
Q2 | – | Sell |
-2,067
| Closed | -$225K | – | 2036 |
|
|
2022
Q1 | $225K | Sell |
2,067
-21,291
| -91% | -$2.32M | 0.01% | 1240 |
|
|
2021
Q4 | $3.53M | Buy |
23,358
+15,058
| +181% | +$2.28M | 0.22% | 70 |
|
|
2021
Q3 | $2.63M | Buy |
+8,300
| New | +$2.63M | 0.19% | 95 |
|