Steadfast Capital Management’s Upstart Holdings UPST Stock Holding History

Steadfast Capital Management’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
2022 Q3	–	Sell	-377,952	Closed	-$12M	–	49
2022 Q2	$12M	Buy	377,952 +347,952	+1,160%	+$20.7M	0.26%	36
2022 Q1	$3.27M	Buy	+30,000	New	+$3.46M	0.06%	44

Other funds holding UPST

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Steadfast Capital Management's UPST Position: Q3 2022 in Review

Steadfast Capital Management sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 377,952 shares — an estimated $12M sold.

Steadfast Capital Management first reported a position in UPST in Q1 2022 and held it in 2 quarters. The position peaked at $12M in Q2 2022. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Steadfast Capital Management reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Steadfast Capital Management sold 377,952 Upstart Holdings shares in Q3 2022, an estimated $12M.
Steadfast Capital Management first reported a position in Upstart Holdings in Q1 2022 and held it in 2 quarters.
Steadfast Capital Management's Upstart Holdings position peaked at $12M in Q2 2022.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Steadfast Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.