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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$331K	Sell	5,120 -444	-8%	-$28.7K	﹤0.01%	1585
2025 Q1	$256K	Buy	5,564 +345	+7%	+$15.9K	﹤0.01%	1667
2024 Q4	$321K	Buy	+5,219	New	+$321K	﹤0.01%	1488
2021 Q4	–	Sell	-103	Closed	-$33K	–	2433
2021 Q3	$33K	Buy	+103	New	+$33K	﹤0.01%	1798