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Riggs Asset Management’s Upstart Holdings UPST Stock Holding History

Riggs 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
2025
Q3 		– Sell
-7
Closed -$453 – 822
2025
Q2 		$453 Buy
+7
New +$343 ﹤0.01% 850
2023
Q3 		– Sell
-4
Closed -$144 – 438
2023
Q2 		$144 Hold
4
– – ﹤0.01% 380
2023
Q1 		$64 Hold
4
– – ﹤0.01% 362
2022
Q4 		$53 Sell
4
-1
-20% -$19 ﹤0.01% 327
2022
Q3 		$0 Sell
5
-15,607
-100% -$420K ﹤0.01% 349
2022
Q2 		$494K Sell
15,612
-1,684
-10% -$100K 0.2% 66
2022
Q1 		$1.89M Buy
17,296
+17,294
+864,700% +$1.99M 0.55% 53
2021
Q4 		$0 Buy
+2
New +$500 ﹤0.01% 339

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return