State Street’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 | $52.7M | Buy |
2,053,086
+52,033
| +3% | +$1.83M | ﹤0.01% | 1715 |
|
|
2025
Q4 | $87.5M | Sell |
2,001,053
-50,299
| -2% | -$2.32M | ﹤0.01% | 1433 |
|
|
2025
Q3 | $104M | Sell |
2,051,352
-24,667
| -1% | -$1.74M | ﹤0.01% | 1315 |
|
|
2025
Q2 | $134M | Buy |
2,076,019
+67,270
| +3% | +$3.3M | 0.01% | 1146 |
|
|
2025
Q1 | $92.5M | Sell |
2,008,749
-22,755
| -1% | -$1.41M | ﹤0.01% | 1308 |
|
|
2024
Q4 | $125M | Sell |
2,031,504
-233,867
| -10% | -$14.6M | ﹤0.01% | 1208 |
|
|
2024
Q3 | $90.6M | Buy |
2,265,371
+1,949
| +0.1% | +$64.8K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $53.4M | Buy |
2,263,422
+395,242
| +21% | +$9.54M | ﹤0.01% | 1646 |
|
|
2024
Q1 | $50.2M | Buy |
1,868,180
+32,711
| +2% | +$967K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $75M | Buy |
1,835,469
+86,726
| +5% | +$2.64M | ﹤0.01% | 1476 |
|
|
2023
Q3 | $49.9M | Buy |
1,748,743
+24,279
| +1% | +$976K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $61.8M | Buy |
1,724,464
+556,568
| +48% | +$12.8M | ﹤0.01% | 1528 |
|
|
2023
Q1 | $18.6M | Sell |
1,167,896
-4,052
| -0.3% | -$68.2K | ﹤0.01% | 2280 |
|
|
2022
Q4 | $15.5M | Sell |
1,171,948
-2,374
| -0.2% | -$45.9K | ﹤0.01% | 2431 |
|
|
2022
Q3 | $24.4M | Sell |
1,174,322
-144,810
| -11% | -$3.89M | ﹤0.01% | 2076 |
|
|
2022
Q2 | $41.7M | Buy |
1,319,132
+353,154
| +37% | +$21M | ﹤0.01% | 1773 |
|
|
2022
Q1 | $105M | Buy |
965,978
+177,706
| +23% | +$20.5M | 0.01% | 1259 |
|
|
2021
Q4 | $119M | Buy |
788,272
+108,404
| +16% | +$27.1M | 0.01% | 1156 |
|
|
2021
Q3 | $215M | Buy |
679,868
+397,155
| +140% | +$78.3M | 0.01% | 801 |
|
|
2021
Q2 | $35.3M | Buy |
282,713
+161,641
| +134% | +$19.9M | ﹤0.01% | 2108 |
|
|
2021
Q1 | $15.6M | Buy |
+121,072
| New | +$9.28M | ﹤0.01% | 2506 |
|
Other funds holding UPST
VCM
VPM
CS
HFF
