Pathstone Family Office’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$11.3M	Buy	397,061 +4,395	+1%	+$125K	0.09%	156
2023 Q2	$14.1M	Buy	+392,666	New	+$14.1M	0.2%	83