Longitude (Cayman)’s Upstart Holdings UPST Stock Holding History

Longitude (Cayman)’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
2022 Q4	–	Sell	-11,000	Closed	-$229K	–	78
2022 Q3	$229K	Sell	11,000 -700	-6%	-$18.8K	0.36%	51
2022 Q2	$370K	Sell	11,700 -300	-3%	-$17.9K	0.55%	38
2022 Q1	$1.31M	Buy	12,000 +3,700	+45%	+$426K	1.24%	25
2021 Q4	$1.26M	Buy	+8,300	New	+$2.07M	0.67%	35

Other funds holding UPST

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Longitude (Cayman)'s UPST Position: Q4 2022 in Review

Longitude (Cayman) sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 11,000 shares — an estimated $229K sold.

Longitude (Cayman) first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $1.31M in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Longitude (Cayman) reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Longitude (Cayman) sold 11,000 Upstart Holdings shares in Q4 2022, an estimated $229K.
Longitude (Cayman) first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
Longitude (Cayman)'s Upstart Holdings position peaked at $1.31M in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Longitude (Cayman)'s 13F filing for Q4 2022, filed 6 Feb 2023.