PEAK6 Investments’s Upstart Holdings UPST Stock Holding History

PEAK6 Investments’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
2024 Q3	$722K	Buy	+18,043	New	+$600K	﹤0.01%	2096
2023 Q2	–	Sell	-608	Closed	-$14K	–	4742
2023 Q1	$9.66K	Buy	+608	New	+$10.2K	﹤0.01%	3966
2022 Q2	–	Sell	-10	Closed	-$596	–	5359
2022 Q1	$1K	Buy	+10	New	+$1.15K	﹤0.01%	5082
2021 Q4	–	Sell	-49,086	Closed	-$12.3M	–	5828
2021 Q3	$15.5M	Buy	+49,086	New	+$9.68M	0.03%	482

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

PEAK6 Investments's UPST Position: Q3 2024 in Review

PEAK6 Investments opened a new position in Upstart Holdings (UPST) in Q3 2024: 18,043 shares worth $722K. The stake represents ﹤0.01% of the portfolio and ranks #2096 among its holdings. This is a return to the name: PEAK6 Investments previously reported a position in UPST as recently as Q1 2023.

PEAK6 Investments first reported a position in UPST in Q3 2021 and has held it in 4 quarters since. The position peaked at $15.5M in Q3 2021. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

PEAK6 Investments held 18,043 shares of Upstart Holdings worth $722K as of Q3 2024.
Upstart Holdings was a new PEAK6 Investments position in Q3 2024.
Upstart Holdings made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #2096 holding.
PEAK6 Investments first reported a position in Upstart Holdings in Q3 2021 and has held it in 4 quarters since.
PEAK6 Investments's Upstart Holdings position peaked at $15.5M in Q3 2021.
349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.