Sandler 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	$1.33M	Buy	52,000 +3,600	+7%	+$127K	0.69%	49
2025 Q4	$2.12M	Buy	48,400 +19,000	+65%	+$875K	0.69%	57
2025 Q3	$1.49M	Sell	29,400 -20,600	-41%	-$1.45M	0.44%	83
2025 Q2	$3.23M	Sell	50,000 -139,800	-74%	-$6.86M	0.87%	39
2025 Q1	$8.74M	Sell	189,800 -275,100	-59%	-$17.1M	2.19%	6
2024 Q4	$28.6M	Buy	464,900 +384,900	+481%	+$24M	2.97%	3
2024 Q3	$3.2M	Sell	80,000 -838,000	-91%	-$27.9M	0.42%	88
2024 Q2	$21.7M	Sell	918,000 -148,000	-14%	-$3.57M	2.32%	6
2024 Q1	$28.7M	Buy	1,066,000 +465,000	+77%	+$13.8M	2.09%	9
2023 Q4	$24.6M	Buy	601,000 +126,000	+27%	+$3.84M	2.04%	10
2023 Q3	$13.6M	Buy	475,000 +175,000	+58%	+$7.03M	1.4%	22
2023 Q2	$10.7M	Sell	300,000 -681,300	-69%	-$15.7M	0.88%	39
2023 Q1	$15.6M	Buy	981,300 +382,600	+64%	+$6.44M	1.42%	22
2022 Q4	$7.91M	Sell	598,700 -148,700	-20%	-$2.87M	0.81%	52
2022 Q3	$15.5M	Buy	747,400 +297,400	+66%	+$8M	2.17%	13
2022 Q2	$14.2M	Buy	+450,000	New	+$26.8M	1.51%	26