LMR Partners’s Upstart Holdings UPST Stock Holding History

LMR Partners’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
2025 Q2	–	Sell	-60,000	Closed	-$2.76M	–	1658
2025 Q1	$2.76M	Hold	60,000	–	–	0.03%	585
2024 Q4	$3.69M	Buy	+60,000	New	+$3.74M	0.03%	461

Other funds holding UPST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

LMR Partners's UPST Position: Q4 2021 in Review

LMR Partners sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 6,814 shares — an estimated $2.16M sold.

LMR Partners first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $2.16M in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

LMR Partners reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
LMR Partners sold 6,814 Upstart Holdings shares in Q4 2021, an estimated $2.16M.
LMR Partners first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
LMR Partners's Upstart Holdings position peaked at $2.16M in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on LMR Partners's 13F filing for Q4 2021, filed 14 Feb 2022.