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Pathstone Family Office’s Upstart Holdings UPST Stock Holding History

Pathstone Family Office’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
2023
Q3 		$11.3M Buy
397,061
+4,395
+1% +$177K 0.09% 158
2023
Q2 		$14.1M Buy
+392,666
New +$9.03M 0.2% 83

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Pathstone Family Office's UPST Position: Q3 2023 in Review

Pathstone Family Office increased its Upstart Holdings (UPST) stake by 1.1% in Q3 2023, buying an estimated $177K and bringing the position to 397,061 shares worth $11.3M. The position accounts for 0.09% of the portfolio, ranked #158.

Pathstone Family Office first reported a position in UPST in Q2 2023 and has held it in 2 quarters since. The position peaked at $14.1M in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

  • Pathstone Family Office held 397,061 shares of Upstart Holdings worth $11.3M as of Q3 2023.
  • Pathstone Family Office bought 4,395 Upstart Holdings shares in Q3 2023, an estimated $177K.
  • Upstart Holdings made up 0.09% of Pathstone Family Office's portfolio in Q3 2023, its #158 holding.
  • Pathstone Family Office first reported a position in Upstart Holdings in Q2 2023 and has held it in 2 quarters since.
  • Pathstone Family Office's Upstart Holdings position peaked at $14.1M in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.