TwinBeech Capital’s Upstart Holdings UPST Stock Holding History

TwinBeech Capital’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
2025 Q1	–	Sell	-51,425	Closed	-$3.17M	–	986
2024 Q4	$3.17M	Sell	51,425 -108,923	-68%	-$6.79M	0.05%	284
2024 Q3	$6.42M	Buy	+160,348	New	+$5.33M	0.12%	198
2024 Q1	–	Sell	-118,081	Closed	-$4.82M	–	866
2023 Q4	$4.82M	Buy	+118,081	New	+$3.6M	0.08%	275
2022 Q4	–	Sell	-145,199	Closed	-$3.02M	–	952
2022 Q3	$3.02M	Buy	+145,199	New	+$3.91M	0.08%	273

Other funds holding UPST

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TwinBeech Capital's UPST Position: Q1 2025 in Review

TwinBeech Capital sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 51,425 shares — an estimated $3.17M sold.

TwinBeech Capital first reported a position in UPST in Q3 2022 and held it in 4 quarters. The position peaked at $6.42M in Q3 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

TwinBeech Capital reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
TwinBeech Capital sold 51,425 Upstart Holdings shares in Q1 2025, an estimated $3.17M.
TwinBeech Capital first reported a position in Upstart Holdings in Q3 2022 and held it in 4 quarters.
TwinBeech Capital's Upstart Holdings position peaked at $6.42M in Q3 2024.
386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.