Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Upstart Holdings UPST Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
2023
Q2 		– Sell
-35,060
Closed -$557K – 2019
2023
Q1 		$557K Sell
35,060
-1,088
-3% -$18.3K ﹤0.01% 1257
2022
Q4 		$478K Buy
36,148
+758
+2% +$14.6K ﹤0.01% 1289
2022
Q3 		$736K Sell
35,390
-1,148
-3% -$30.9K ﹤0.01% 1270
2022
Q2 		$1.16M Buy
36,538
+11,563
+46% +$689K ﹤0.01% 1212
2022
Q1 		$2.73M Buy
24,975
+392
+2% +$45.2K 0.01% 1001
2021
Q4 		$3.72M Sell
24,583
-590
-2% -$147K 0.01% 894
2021
Q3 		$7.97M Buy
25,173
+18,161
+259% +$3.58M 0.03% 542
2021
Q2 		$876K Sell
7,012
-353
-5% -$43.4K ﹤0.01% 1273
2021
Q1 		$949K Buy
+7,365
New +$565K ﹤0.01% 1229

Other funds holding UPST

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return