Lazard Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
53
-5
| -9% | -$283 | ﹤0.01% | 2218 |
|
|
2025
Q1 | $2K | Buy |
58
+7
| +14% | +$241 | ﹤0.01% | 2216 |
|
|
2024
Q4 | $3K | Sell |
51
-125
| -71% | -$7.35K | ﹤0.01% | 2173 |
|
|
2024
Q3 | $7K | Sell |
176
-177
| -50% | -$7.04K | ﹤0.01% | 2044 |
|
|
2024
Q2 | $8K | Buy |
353
+112
| +46% | +$2.54K | ﹤0.01% | 2054 |
|
|
2024
Q1 | $6K | Buy |
+241
| New | +$6K | ﹤0.01% | 1895 |
|
|
2023
Q4 | – | Sell |
-1,799
| Closed | -$51K | – | 2494 |
|
|
2023
Q3 | $51K | Buy |
1,799
+435
| +32% | +$12.3K | ﹤0.01% | 1849 |
|
|
2023
Q2 | $48K | Buy |
+1,364
| New | +$48K | ﹤0.01% | 1848 |
|
|
2022
Q2 | – | Sell |
-3,536
| Closed | -$385K | – | 2590 |
|
|
2022
Q1 | $385K | Buy |
3,536
+1,835
| +108% | +$200K | ﹤0.01% | 1145 |
|
|
2021
Q4 | $257K | Buy |
1,701
+1,201
| +240% | +$181K | ﹤0.01% | 1228 |
|
|
2021
Q3 | $158K | Sell |
500
-1,500
| -75% | -$474K | ﹤0.01% | 1326 |
|
|
2021
Q2 | $249K | Buy |
+2,000
| New | +$249K | ﹤0.01% | 1185 |
|