Marshall Wace’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
+111,152
| New | +$7.19M | 0.01% | 890 |
|
|
2025
Q1 | – | Sell |
-1,061,512
| Closed | -$65.4M | – | 2935 |
|
|
2024
Q4 | $65.4M | Buy |
1,061,512
+796,252
| +300% | +$49M | 0.08% | 217 |
|
|
2024
Q3 | $10.6M | Sell |
265,260
-93,199
| -26% | -$3.73M | 0.01% | 679 |
|
|
2024
Q2 | $8.46M | Sell |
358,459
-98,644
| -22% | -$2.33M | 0.01% | 736 |
|
|
2024
Q1 | $12.3M | Buy |
457,103
+319,903
| +233% | +$8.6M | 0.02% | 595 |
|
|
2023
Q4 | $5.61M | Buy |
+137,200
| New | +$5.61M | 0.01% | 730 |
|
|
2023
Q3 | – | Sell |
-46,993
| Closed | -$1.68M | – | 2343 |
|
|
2023
Q2 | $1.68M | Sell |
46,993
-72,203
| -61% | -$2.59M | ﹤0.01% | 1204 |
|
|
2023
Q1 | $1.89M | Buy |
119,196
+101,013
| +556% | +$1.61M | ﹤0.01% | 1183 |
|
|
2022
Q4 | $240K | Sell |
18,183
-15,226
| -46% | -$201K | ﹤0.01% | 2057 |
|
|
2022
Q3 | $694K | Sell |
33,409
-312,081
| -90% | -$6.48M | ﹤0.01% | 1935 |
|
|
2022
Q2 | $10.9M | Buy |
345,490
+343,654
| +18,718% | +$10.9M | 0.02% | 743 |
|
|
2022
Q1 | $201K | Sell |
1,836
-4,730
| -72% | -$518K | ﹤0.01% | 2396 |
|
|
2021
Q4 | $993K | Buy |
+6,566
| New | +$993K | ﹤0.01% | 1907 |
|
|
2021
Q3 | – | Sell |
-4,307
| Closed | -$537K | – | 2848 |
|
|
2021
Q2 | $537K | Buy |
+4,307
| New | +$537K | ﹤0.01% | 1641 |
|