Tidal Investments’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7M | Buy |
629,285
+411,654
| +189% | +$26.6M | 0.24% | 82 |
|
|
2025
Q1 | $10M | Buy |
217,631
+76,926
| +55% | +$3.54M | 0.08% | 254 |
|
|
2024
Q4 | $8.66M | Sell |
140,705
-192,758
| -58% | -$11.9M | 0.07% | 289 |
|
|
2024
Q3 | $13.3M | Buy |
333,463
+311,434
| +1,414% | +$12.5M | 0.14% | 129 |
|
|
2024
Q2 | $520K | Buy |
+22,029
| New | +$520K | 0.01% | 1273 |
|
|
2022
Q2 | – | Sell |
-4,483
| Closed | -$489K | – | 1192 |
|
|
2022
Q1 | $489K | Buy |
4,483
+2,275
| +103% | +$248K | 0.01% | 662 |
|
|
2021
Q4 | $334K | Buy |
2,208
+335
| +18% | +$50.7K | 0.01% | 740 |
|
|
2021
Q3 | $593K | Buy |
+1,873
| New | +$593K | 0.02% | 472 |
|