SEI Investments’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
78,649
+52,636
| +202% | +$3.4M | 0.01% | 1260 |
|
|
2025
Q1 | $1.2M | Buy |
26,013
+4,319
| +20% | +$199K | ﹤0.01% | 1839 |
|
|
2024
Q4 | $1.34M | Buy |
21,694
+11,982
| +123% | +$738K | ﹤0.01% | 1826 |
|
|
2024
Q3 | $389K | Buy |
+9,712
| New | +$389K | ﹤0.01% | 2264 |
|
|
2022
Q2 | – | Sell |
-39,317
| Closed | -$4.29M | – | 2730 |
|
|
2022
Q1 | $4.29M | Buy |
39,317
+10,856
| +38% | +$1.18M | 0.01% | 1186 |
|
|
2021
Q4 | $4.22M | Sell |
28,461
-39,784
| -58% | -$5.9M | 0.01% | 1220 |
|
|
2021
Q3 | $21.6M | Buy |
68,245
+58,109
| +573% | +$18.4M | 0.05% | 422 |
|
|
2021
Q2 | $1.27M | Buy |
+10,136
| New | +$1.27M | ﹤0.01% | 1705 |
|