Level Four Financial’s Upstart Holdings UPST Stock Holding History

Level Four Financial’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.1M	Buy	+6,634	New	+$1.31M	0.91%	21

Other funds holding UPST

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Level Four Financial's UPST Position: Q3 2021 in Review

Level Four Financial opened a new position in Upstart Holdings (UPST) in Q3 2021: 6,634 shares worth $2.1M. The stake represents 0.91% of the portfolio and ranks #21 among its holdings.

425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

Level Four Financial held 6,634 shares of Upstart Holdings worth $2.1M as of Q3 2021.
Upstart Holdings was a new Level Four Financial position in Q3 2021.
Upstart Holdings made up 0.91% of Level Four Financial's portfolio in Q3 2021, its #21 holding.
425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.