Occudo Quantitative Strategies’s Upstart Holdings UPST Stock Holding History

Occudo Quantitative Strategies’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
2025 Q2	–	Sell	-19,698	Closed	-$932K	–	906
2025 Q1	$932K	Buy	+19,698	New	+$1.22M	0.12%	237
2024 Q4	–	Sell	-16,263	Closed	-$651K	–	968
2024 Q3	$651K	Buy	+16,263	New	+$541K	0.12%	215
2024 Q1	–	Sell	-42,388	Closed	-$1.73M	–	1042
2023 Q4	$1.73M	Buy	+42,388	New	+$1.29M	0.24%	113
2022 Q4	–	Sell	-95,469	Closed	-$1.99M	–	1395
2022 Q3	$1.99M	Buy	95,469 +60,513	+173%	+$1.63M	0.15%	187
2022 Q2	$1.1M	Buy	+34,956	New	+$2.08M	0.09%	353
2021 Q4	–	Sell	-3,765	Closed	-$1.19M	–	1258
2021 Q3	$1.19M	Sell	3,765 -24,285	-87%	-$4.79M	0.14%	216
2021 Q2	$3.5M	Buy	+28,050	New	+$3.45M	0.54%	5

Other funds holding UPST

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

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Occudo Quantitative Strategies's UPST Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Upstart Holdings (UPST) in Q2 2025, closing a stake of 19,698 shares — an estimated $932K sold.

Occudo Quantitative Strategies first reported a position in UPST in Q2 2021 and held it in 7 quarters. The position peaked at $3.5M in Q2 2021. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Occudo Quantitative Strategies reported no remaining Upstart Holdings position as of Q2 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 19,698 Upstart Holdings shares in Q2 2025, an estimated $932K.
Occudo Quantitative Strategies first reported a position in Upstart Holdings in Q2 2021 and held it in 7 quarters.
Occudo Quantitative Strategies's Upstart Holdings position peaked at $3.5M in Q2 2021.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.