SG Americas Securities’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 | $4.71M | Sell |
183,637
-902,214
| -83% | -$31.7M | 0.01% | 1061 |
|
|
2025
Q4 | $47.5M | Buy |
1,085,851
+878,429
| +423% | +$40.4M | 0.06% | 247 |
|
|
2025
Q3 | $10.5M | Buy |
207,422
+123,656
| +148% | +$8.7M | 0.04% | 305 |
|
|
2025
Q2 | $5.42M | Buy |
83,766
+48,162
| +135% | +$2.36M | 0.02% | 451 |
|
|
2025
Q1 | $1.64M | Buy |
+35,604
| New | +$2.21M | 0.01% | 877 |
|
|
2024
Q4 | – | Sell |
-4,134
| Closed | -$165K | – | 3646 |
|
|
2024
Q3 | $165K | Sell |
4,134
-144,080
| -97% | -$4.79M | ﹤0.01% | 2646 |
|
|
2024
Q2 | $3.5M | Buy |
148,214
+120,871
| +442% | +$2.92M | 0.02% | 710 |
|
|
2024
Q1 | $735K | Sell |
27,343
-6,451
| -19% | -$191K | ﹤0.01% | 1270 |
|
|
2023
Q4 | $1.38M | Buy |
33,794
+7,404
| +28% | +$225K | 0.02% | 859 |
|
|
2023
Q3 | $753K | Buy |
26,390
+19,445
| +280% | +$781K | 0.01% | 1487 |
|
|
2023
Q2 | $249K | Sell |
6,945
-1,002,188
| -99% | -$23.1M | ﹤0.01% | 1709 |
|
|
2023
Q1 | $16M | Sell |
1,009,133
-24,474
| -2% | -$412K | 0.22% | 86 |
|
|
2022
Q4 | $13.7M | Buy |
1,033,607
+320,686
| +45% | +$6.2M | 0.2% | 101 |
|
|
2022
Q3 | $14.8M | Buy |
712,921
+598,684
| +524% | +$16.1M | 0.23% | 99 |
|
|
2022
Q2 | $3.61M | Buy |
114,237
+102,783
| +897% | +$6.12M | 0.05% | 426 |
|
|
2022
Q1 | $1.25M | Buy |
11,454
+3,610
| +46% | +$416K | 0.01% | 1258 |
|
|
2021
Q4 | $1.19M | Sell |
7,844
-1,789
| -19% | -$447K | 0.01% | 1512 |
|
|
2021
Q3 | $3.05M | Buy |
9,633
+7,121
| +283% | +$1.4M | 0.02% | 919 |
|
|
2021
Q2 | $314K | Sell |
2,512
-5,286
| -68% | -$651K | ﹤0.01% | 2144 |
|
|
2021
Q1 | $1M | Buy |
+7,798
| New | +$598K | 0.01% | 1537 |
|
Other funds holding UPST
VCM
VPM
CS
HFF