Osaic Holdings’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 | $708K | Sell |
27,587
-6,212
| -18% | -$219K | ﹤0.01% | 3024 |
|
|
2025
Q4 | $1.48M | Sell |
33,799
-7,635
| -18% | -$352K | ﹤0.01% | 2334 |
|
|
2025
Q3 | $2.79M | Buy |
41,434
+13,165
| +47% | +$926K | ﹤0.01% | 1896 |
|
|
2025
Q2 | $1.83M | Buy |
28,269
+168
| +0.6% | +$8.24K | ﹤0.01% | 1986 |
|
|
2025
Q1 | $1.29M | Buy |
28,101
+4,482
| +19% | +$279K | ﹤0.01% | 2010 |
|
|
2024
Q4 | $1.45M | Sell |
23,619
-1,246
| -5% | -$77.7K | ﹤0.01% | 1906 |
|
|
2024
Q3 | $995K | Sell |
24,865
-2,142
| -8% | -$71.2K | ﹤0.01% | 2255 |
|
|
2024
Q2 | $637K | Buy |
27,007
+8,083
| +43% | +$195K | ﹤0.01% | 2561 |
|
|
2024
Q1 | $509K | Sell |
18,924
-8,694
| -31% | -$257K | ﹤0.01% | 2923 |
|
|
2023
Q4 | $1.13M | Sell |
27,618
-6,171
| -18% | -$188K | ﹤0.01% | 2394 |
|
|
2023
Q3 | $964K | Buy |
33,789
+1,863
| +6% | +$74.9K | ﹤0.01% | 2657 |
|
|
2023
Q2 | $1.15M | Buy |
31,926
+6,370
| +25% | +$147K | ﹤0.01% | 2380 |
|
|
2023
Q1 | $407K | Sell |
25,556
-24,778
| -49% | -$417K | ﹤0.01% | 3269 |
|
|
2022
Q4 | $665K | Buy |
50,334
+16,917
| +51% | +$327K | ﹤0.01% | 2763 |
|
|
2022
Q3 | $695K | Buy |
33,417
+1,436
| +4% | +$38.6K | ﹤0.01% | 2570 |
|
|
2022
Q2 | $1.01M | Sell |
31,981
-11,016
| -26% | -$656K | ﹤0.01% | 2250 |
|
|
2022
Q1 | $4.59M | Buy |
42,997
+20,460
| +91% | +$2.36M | 0.01% | 1274 |
|
|
2021
Q4 | $3.41M | Sell |
22,537
-5,509
| -20% | -$1.38M | 0.01% | 1363 |
|
|
2021
Q3 | $8.87M | Buy |
28,046
+11,964
| +74% | +$2.36M | 0.02% | 726 |
|
|
2021
Q2 | $2.01M | Buy |
16,082
+9,070
| +129% | +$1.12M | ﹤0.01% | 1719 |
|
|
2021
Q1 | $904K | Buy |
7,012
+4,014
| +134% | +$308K | ﹤0.01% | 2322 |
|
|
2020
Q4 | $123K | Buy |
+2,998
| New | +$123K | ﹤0.01% | 3904 |
|
Other funds holding UPST
VCM
VPM
CS
HFF