Seven Eight Capital’s Upstart Holdings UPST Stock Holding History

Seven Eight Capital’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
2024 Q4	–	Sell	-56,233	Closed	-$2.25M	–	621
2024 Q3	$2.25M	Sell	56,233 -167,375	-75%	-$5.57M	0.2%	155
2024 Q2	$5.27M	Buy	223,608 +34,223	+18%	+$826K	0.55%	19
2024 Q1	$5.09M	Buy	189,385 +147,213	+349%	+$4.35M	0.53%	40
2023 Q4	$1.72M	Sell	42,172 -63,511	-60%	-$1.93M	0.2%	147
2023 Q3	$3.02M	Buy	105,683 +50,702	+92%	+$2.04M	0.35%	66
2023 Q2	$1.97M	Sell	54,981 -5,492	-9%	-$126K	0.33%	98
2023 Q1	$961K	Sell	60,473 -10,939	-15%	-$184K	0.2%	140
2022 Q4	$944K	Sell	71,412 -13,317	-16%	-$257K	0.25%	133
2022 Q3	$1.76M	Buy	+84,729	New	+$2.28M	0.35%	80
2022 Q1	–	Sell	-16,478	Closed	-$2.49M	–	699
2021 Q4	$2.49M	Buy	+16,478	New	+$4.12M	0.45%	56
2021 Q3	–	Sell	-1,669	Closed	-$208K	–	732
2021 Q2	$208K	Buy	+1,669	New	+$205K	0.03%	553

Other funds holding UPST

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Seven Eight Capital's UPST Position: Q4 2024 in Review

Seven Eight Capital sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 56,233 shares — an estimated $2.25M sold.

Seven Eight Capital first reported a position in UPST in Q2 2021 and held it in 11 quarters. The position peaked at $5.27M in Q2 2024. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

Seven Eight Capital reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 56,233 Upstart Holdings shares in Q4 2024, an estimated $2.25M.
Seven Eight Capital first reported a position in Upstart Holdings in Q2 2021 and held it in 11 quarters.
Seven Eight Capital's Upstart Holdings position peaked at $5.27M in Q2 2024.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.