Marshall Wace’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.1M	Buy	3,280,110 +2,728,942	+495%	+$96M	0.09%	211
2025 Q4	$24.1M	Buy	551,168 +60,587	+12%	+$2.79M	0.02%	569
2025 Q3	$24.9M	Buy	490,581 +379,429	+341%	+$26.7M	0.03%	562
2025 Q2	$7.19M	Buy	+111,152	New	+$5.45M	0.01%	975
2025 Q1	–	Sell	-1,061,512	Closed	-$65.4M	–	3140
2024 Q4	$65.4M	Buy	1,061,512 +796,252	+300%	+$49.6M	0.08%	229
2024 Q3	$10.6M	Sell	265,260 -93,199	-26%	-$3.1M	0.01%	741
2024 Q2	$8.46M	Sell	358,459 -98,644	-22%	-$2.38M	0.01%	810
2024 Q1	$12.3M	Buy	457,103 +319,903	+233%	+$9.46M	0.02%	678
2023 Q4	$5.61M	Buy	+137,200	New	+$4.18M	0.01%	873
2023 Q3	–	Sell	-46,993	Closed	-$1.68M	–	2770
2023 Q2	$1.68M	Sell	46,993 -72,203	-61%	-$1.66M	﹤0.01%	1484
2023 Q1	$1.89M	Buy	119,196 +101,013	+556%	+$1.7M	﹤0.01%	1487
2022 Q4	$240K	Sell	18,183 -15,226	-46%	-$294K	﹤0.01%	2644
2022 Q3	$694K	Sell	33,409 -312,081	-90%	-$8.39M	﹤0.01%	2588
2022 Q2	$10.9M	Buy	345,490 +343,654	+18,718%	+$20.5M	0.02%	809
2022 Q1	$201K	Sell	1,836 -4,730	-72%	-$545K	﹤0.01%	3107
2021 Q4	$993K	Buy	+6,566	New	+$1.64M	﹤0.01%	2479
2021 Q3	–	Sell	-4,307	Closed	-$537K	–	3504
2021 Q2	$537K	Buy	+4,307	New	+$530K	﹤0.01%	2095