NFG
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Next Financial Group’s Upstart Holdings UPST Stock Holding History

Next Financial Group’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
2021
Q4 		$590K Buy
3,901
+587
+18% +$147K 0.04% 475
2021
Q3 		$1.05M Buy
3,314
+841
+34% +$166K 0.08% 261
2021
Q2 		$308K Buy
+2,473
New +$304K 0.02% 665

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's UPST Position: Q4 2021 in Review

Next Financial Group increased its Upstart Holdings (UPST) stake by 18% in Q4 2021, buying an estimated $147K and bringing the position to 3,901 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #475.

Next Financial Group first reported a position in UPST in Q2 2021 and has held it in 3 quarters since. The position peaked at $1.05M in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Next Financial Group held 3,901 shares of Upstart Holdings worth $590K as of Q4 2021.
  • Next Financial Group bought 587 Upstart Holdings shares in Q4 2021, an estimated $147K.
  • Upstart Holdings made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #475 holding.
  • Next Financial Group first reported a position in Upstart Holdings in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's Upstart Holdings position peaked at $1.05M in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.