State Street’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
$134M Buy
2,076,019
+67,270
+3% +$4.35M 0.01% 1146
2025
Q1
$92.5M Sell
2,008,749
-22,755
-1% -$1.05M ﹤0.01% 1308
2024
Q4
$125M Sell
2,031,504
-233,867
-10% -$14.4M ﹤0.01% 1208
2024
Q3
$90.6M Buy
2,265,371
+1,949
+0.1% +$78K ﹤0.01% 1384
2024
Q2
$53.4M Buy
2,263,422
+395,242
+21% +$9.32M ﹤0.01% 1646
2024
Q1
$50.2M Buy
1,868,180
+32,711
+2% +$880K ﹤0.01% 1727
2023
Q4
$75M Buy
1,835,469
+86,726
+5% +$3.54M ﹤0.01% 1476
2023
Q3
$49.9M Buy
1,748,743
+24,279
+1% +$693K ﹤0.01% 1626
2023
Q2
$61.8M Buy
1,724,464
+556,568
+48% +$19.9M ﹤0.01% 1528
2023
Q1
$18.6M Sell
1,167,896
-4,052
-0.3% -$64.4K ﹤0.01% 2280
2022
Q4
$15.5M Sell
1,171,948
-2,374
-0.2% -$31.4K ﹤0.01% 2431
2022
Q3
$24.4M Sell
1,174,322
-144,810
-11% -$3.01M ﹤0.01% 2076
2022
Q2
$41.7M Buy
1,319,132
+353,154
+37% +$11.2M ﹤0.01% 1773
2022
Q1
$105M Buy
965,978
+177,706
+23% +$19.4M 0.01% 1259
2021
Q4
$119M Buy
788,272
+108,404
+16% +$16.4M 0.01% 1156
2021
Q3
$215M Buy
679,868
+397,155
+140% +$126M 0.01% 801
2021
Q2
$35.3M Buy
282,713
+161,641
+134% +$20.2M ﹤0.01% 2108
2021
Q1
$15.6M Buy
+121,072
New +$15.6M ﹤0.01% 2506