O'Shaughnessy Asset Management’s Upstart Holdings UPST Stock Holding History

O'Shaughnessy Asset Management’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 Q3	$298K	Buy
2025 Q2	$331K	Sell
2025 Q1	$256K	Buy
2024 Q4	$321K	Buy
2021 Q4	–	Sell
2021 Q3	$33K	Buy