Rockefeller Capital Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$374K	Sell	14,595 -2,721	-16%	-$95.7K	﹤0.01%	2140
2025 Q4	$757K	Sell	17,316 -1,077	-6%	-$49.6K	﹤0.01%	1683
2025 Q3	$934K	Sell	18,393 -358	-2%	-$25.2K	﹤0.01%	1450
2025 Q2	$1.21M	Sell	18,751 -2,653	-12%	-$130K	﹤0.01%	1264
2025 Q1	$985K	Buy	+21,404	New	+$1.33M	﹤0.01%	1267
2024 Q2	–	Sell	-15,189	Closed	-$408K	–	1735
2024 Q1	$408K	Sell	15,189 -3,171	-17%	-$93.8K	﹤0.01%	1525
2023 Q4	$750K	Sell	18,360 -570	-3%	-$17.4K	﹤0.01%	1239
2023 Q3	$540K	Sell	18,930 -1,316	-7%	-$52.9K	﹤0.01%	1270
2023 Q2	$725K	Buy	20,246 +459	+2%	+$10.6K	﹤0.01%	1208
2023 Q1	$314K	Sell	19,787 -3,965	-17%	-$66.7K	﹤0.01%	1556
2022 Q4	$314K	Sell	23,752 -18,956	-44%	-$366K	﹤0.01%	1456
2022 Q3	$887K	Buy	42,708 +2,260	+6%	+$60.8K	﹤0.01%	1058
2022 Q2	$1.28M	Buy	40,448 +33,332	+468%	+$1.99M	0.01%	921
2022 Q1	$776K	Buy	7,116 +3,151	+79%	+$363K	﹤0.01%	1152
2021 Q4	$599K	Buy	3,965 +1,614	+69%	+$403K	﹤0.01%	1252
2021 Q3	$743K	Buy	2,351 +416	+21%	+$82.1K	﹤0.01%	1108
2021 Q2	$241K	Buy	+1,935	New	+$238K	﹤0.01%	1444