Jump Financial’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-66,393	Closed	-$2.9M	–	2421
2025 Q4	$2.9M	Sell	66,393 -404,398	-86%	-$18.6M	0.04%	544
2025 Q3	$23.9M	Buy	470,791 +231,819	+97%	+$16.3M	0.3%	67
2025 Q2	$15.5M	Sell	238,972 -23,355	-9%	-$1.15M	0.19%	144
2025 Q1	$12.1M	Buy	262,327 +95,290	+57%	+$5.92M	0.18%	152
2024 Q4	$10.3M	Buy	167,037 +147,608	+760%	+$9.2M	0.22%	112
2024 Q3	$777K	Buy	+19,429	New	+$646K	0.02%	907
2023 Q4	–	Sell	-15,200	Closed	-$434K	–	2278
2023 Q3	$434K	Buy	15,200 +7,210	+90%	+$290K	0.02%	1092
2023 Q2	$286K	Sell	7,990 -122,928	-94%	-$2.83M	0.01%	1328
2023 Q1	$2.08M	Buy	+130,918	New	+$2.2M	0.08%	352
2022 Q2	–	Sell	-2,067	Closed	-$225K	–	2036
2022 Q1	$225K	Sell	2,067 -21,291	-91%	-$2.45M	0.01%	1240
2021 Q4	$3.53M	Buy	23,358 +15,058	+181%	+$3.76M	0.22%	70
2021 Q3	$2.63M	Buy	+8,300	New	+$1.64M	0.19%	95