SPPAM
Summit Partners Public Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Sell |
583,000
-88,000
| -13% | -$5.69M | 0.95% | 29 |
|
|
2025
Q1 | $30.9M | Sell |
671,000
-312,000
| -32% | -$14.4M | 0.79% | 28 |
|
|
2024
Q4 | $60.5M | Buy |
983,000
+523,000
| +114% | +$32.2M | 1.15% | 18 |
|
|
2024
Q3 | $18.4M | Buy |
+460,000
| New | +$18.4M | 0.57% | 41 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 123 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 128 |
|