Robeco Institutional Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-75,000
| Closed | -$3.45M | – | 923 |
|
|
2025
Q1 | $3.45M | Hold |
75,000
| – | – | 0.01% | 624 |
|
|
2024
Q4 | $4.62M | Hold |
75,000
| – | – | 0.01% | 564 |
|
|
2024
Q3 | $3M | Hold |
75,000
| – | – | 0.01% | 636 |
|
|
2024
Q2 | $1.77M | Buy |
75,000
+17,644
| +31% | +$416K | ﹤0.01% | 703 |
|
|
2024
Q1 | $1.54M | Hold |
57,356
| – | – | ﹤0.01% | 726 |
|
|
2023
Q4 | $2.34M | Hold |
57,356
| – | – | 0.01% | 678 |
|
|
2023
Q3 | $1.64M | Sell |
57,356
-272,644
| -83% | -$7.78M | ﹤0.01% | 718 |
|
|
2023
Q2 | $11.8M | Hold |
330,000
| – | – | 0.03% | 401 |
|
|
2023
Q1 | $5.24M | Hold |
330,000
| – | – | 0.01% | 550 |
|
|
2022
Q4 | $4.36M | Hold |
330,000
| – | – | 0.01% | 589 |
|
|
2022
Q3 | $6.86M | Sell |
330,000
-863
| -0.3% | -$17.9K | 0.02% | 468 |
|
|
2022
Q2 | $10.5M | Sell |
330,863
-68,574
| -17% | -$2.17M | 0.03% | 394 |
|
|
2022
Q1 | $43.6M | Buy |
399,437
+74,437
| +23% | +$8.12M | 0.1% | 215 |
|
|
2021
Q4 | $49.2M | Buy |
325,000
+110,000
| +51% | +$16.6M | 0.1% | 213 |
|
|
2021
Q3 | $68M | Sell |
215,000
-230,000
| -52% | -$72.8M | 0.15% | 158 |
|
|
2021
Q2 | $55.6M | Buy |
445,000
+80,000
| +22% | +$9.99M | 0.12% | 197 |
|
|
2021
Q1 | $47M | Sell |
365,000
-235,000
| -39% | -$30.3M | 0.12% | 208 |
|
|
2020
Q4 | $24.5M | Buy |
+600,000
| New | +$24.5M | 0.06% | 299 |
|