Rafferty Asset Management
UPST icon

Rafferty Asset Management’s Upstart Holdings UPST Stock Holding History

Rafferty Asset Management’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 		– Sell
-17,747
Closed -$419K – 1193
2024
Q2 		$419K Buy
17,747
+2,388
+16% +$57.6K ﹤0.01% 982
2024
Q1 		$413K Sell
15,359
-1,803
-11% -$53.3K ﹤0.01% 1011
2023
Q4 		$701K Sell
17,162
-7,268
-30% -$221K ﹤0.01% 891
2023
Q3 		$697K Sell
24,430
-299
-1% -$12K ﹤0.01% 870
2023
Q2 		$886K Buy
+24,729
New +$569K 0.01% 851
2022
Q3 		– Sell
-23,710
Closed -$750K – 1253
2022
Q2 		$750K Sell
23,710
-930
-4% -$55.4K 0.01% 725
2022
Q1 		$2.69M Buy
24,640
+577
+2% +$66.5K 0.02% 528
2021
Q4 		$3.64M Buy
24,063
+2,414
+11% +$603K 0.02% 488
2021
Q3 		$6.85M Buy
21,649
+14,692
+211% +$2.9M 0.05% 236
2021
Q2 		$869K Sell
6,957
-31
-0.4% -$3.81K 0.01% 959
2021
Q1 		$900K Buy
+6,988
New +$536K 0.01% 795

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Rafferty Asset Management's UPST Position: Q3 2024 in Review

Rafferty Asset Management sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 17,747 shares — an estimated $419K sold.

Rafferty Asset Management first reported a position in UPST in Q1 2021 and held it in 11 quarters. The position peaked at $6.85M in Q3 2021. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • Rafferty Asset Management reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
  • Rafferty Asset Management sold 17,747 Upstart Holdings shares in Q3 2024, an estimated $419K.
  • Rafferty Asset Management first reported a position in Upstart Holdings in Q1 2021 and held it in 11 quarters.
  • Rafferty Asset Management's Upstart Holdings position peaked at $6.85M in Q3 2021.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Rafferty Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.