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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$298K Buy
2025
Q2
$331K Sell
2025
Q1
$256K Buy
2024
Q4
$321K Buy
2021
Q4
Sell
2021
Q3
$33K Buy