Simplex Trading’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 | – | Hold |
0
| – | – | – | 4132 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4079 |
|
|
2024
Q4 | – | Sell |
-264,883
| Closed | -$10.6M | – | 4090 |
|
|
2024
Q3 | $10.6M | Buy |
264,883
+211,154
| +393% | +$8.45M | 0.01% | 59 |
|
|
2024
Q2 | $1.27M | Buy |
+53,729
| New | +$1.27M | ﹤0.01% | 392 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4080 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4117 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4072 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4099 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4149 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4215 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4302 |
|
|
2022
Q2 | – | Sell |
-26,690
| Closed | -$2.91M | – | 4269 |
|
|
2022
Q1 | $2.91M | Sell |
26,690
-60,161
| -69% | -$6.56M | ﹤0.01% | 214 |
|
|
2021
Q4 | $13.1M | Buy |
86,851
+5,889
| +7% | +$891K | 0.01% | 48 |
|
|
2021
Q3 | $10M | Sell |
80,962
-3,249
| -4% | -$403K | 0.01% | 47 |
|
|
2021
Q2 | $10.5M | Buy |
84,211
+77,298
| +1,118% | +$9.65M | 0.01% | 45 |
|
|
2021
Q1 | $890K | Buy |
+6,913
| New | +$890K | ﹤0.01% | 448 |
|