Neuberger Berman Group’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
8,107
+928
| +13% | +$60K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $330K | Sell |
7,179
-207
| -3% | -$9.53K | ﹤0.01% | 1664 |
|
|
2024
Q4 | $455K | Sell |
7,386
-413
| -5% | -$25.4K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $312K | Buy |
+7,799
| New | +$312K | ﹤0.01% | 1665 |
|
|
2022
Q3 | – | Sell |
-23,911
| Closed | -$756K | – | 1895 |
|
|
2022
Q2 | $756K | Sell |
23,911
-36,129
| -60% | -$1.14M | ﹤0.01% | 1359 |
|
|
2022
Q1 | $6.55M | Sell |
60,040
-6,452
| -10% | -$704K | 0.01% | 899 |
|
|
2021
Q4 | $10.1M | Sell |
66,492
-2,546
| -4% | -$385K | 0.01% | 826 |
|
|
2021
Q3 | $21.8M | Sell |
69,038
-2,509
| -4% | -$793K | 0.02% | 656 |
|
|
2021
Q2 | $8.94M | Sell |
71,547
-19,777
| -22% | -$2.47M | 0.01% | 845 |
|
|
2021
Q1 | $11.8M | Sell |
91,324
-175,693
| -66% | -$22.6M | 0.01% | 799 |
|
|
2020
Q4 | $10.9M | Buy |
+267,017
| New | +$10.9M | 0.01% | 765 |
|