Sante Capital Fund’s Upstart Holdings UPST Stock Holding History

Sante Capital Fund’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
2021 Q3	–	Sell	-3,956	Closed	-$494K	–	110
2021 Q2	$494K	Buy	+3,956	New	+$487K	0.2%	101

Other funds holding UPST

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Sante Capital Fund's UPST Position: Q3 2021 in Review

Sante Capital Fund sold out of Upstart Holdings (UPST) in Q3 2021, closing a stake of 3,956 shares — an estimated $494K sold.

Sante Capital Fund first reported a position in UPST in Q2 2021 and held it in 1 quarter. The position peaked at $494K in Q2 2021. 425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

Sante Capital Fund reported no remaining Upstart Holdings position as of Q3 2021 after selling out during the quarter.
Sante Capital Fund sold 3,956 Upstart Holdings shares in Q3 2021, an estimated $494K.
Sante Capital Fund first reported a position in Upstart Holdings in Q2 2021 and held it in 1 quarter.
Sante Capital Fund's Upstart Holdings position peaked at $494K in Q2 2021.
425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Sante Capital Fund's 13F filing for Q3 2021, filed 15 Nov 2021.