UBS Group’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 | $22.6M | Buy |
881,867
+239,730
| +37% | +$8.43M | ﹤0.01% | 2455 |
|
|
2025
Q4 | $28.1M | Sell |
642,137
-183,211
| -22% | -$8.44M | 0.01% | 2248 |
|
|
2025
Q3 | $41.9M | Buy |
825,348
+5,286
| +0.6% | +$372K | 0.01% | 1812 |
|
|
2025
Q2 | $53M | Buy |
820,062
+62,137
| +8% | +$3.05M | 0.01% | 1474 |
|
|
2025
Q1 | $34.9M | Buy |
757,925
+195,881
| +35% | +$12.2M | 0.01% | 1812 |
|
|
2024
Q4 | $34.6M | Buy |
562,044
+92,780
| +20% | +$5.78M | 0.01% | 1786 |
|
|
2024
Q3 | $18.8M | Buy |
469,264
+80,679
| +21% | +$2.68M | 0.01% | 1883 |
|
|
2024
Q2 | $9.17M | Buy |
388,585
+269,140
| +225% | +$6.49M | ﹤0.01% | 2279 |
|
|
2024
Q1 | $3.21M | Buy |
119,445
+35,979
| +43% | +$1.06M | ﹤0.01% | 3439 |
|
|
2023
Q4 | $3.41M | Buy |
83,466
+52,472
| +169% | +$1.6M | ﹤0.01% | 3191 |
|
|
2023
Q3 | $885K | Sell |
30,994
-66,570
| -68% | -$2.68M | ﹤0.01% | 4186 |
|
|
2023
Q2 | $3.49M | Buy |
97,564
+3,066
| +3% | +$70.5K | ﹤0.01% | 2949 |
|
|
2023
Q1 | $1.5M | Buy |
94,498
+17,046
| +22% | +$287K | ﹤0.01% | 3722 |
|
|
2022
Q4 | $1.02M | Sell |
77,452
-46,552
| -38% | -$900K | ﹤0.01% | 4049 |
|
|
2022
Q3 | $2.58M | Sell |
124,004
-40,331
| -25% | -$1.08M | ﹤0.01% | 2935 |
|
|
2022
Q2 | $5.2M | Sell |
164,335
-6,706
| -4% | -$399K | ﹤0.01% | 2345 |
|
|
2022
Q1 | $18.7M | Buy |
171,041
+106,055
| +163% | +$12.2M | 0.01% | 1474 |
|
|
2021
Q4 | $9.83M | Buy |
64,986
+6,480
| +11% | +$1.62M | ﹤0.01% | 2160 |
|
|
2021
Q3 | $18.5M | Buy |
58,506
+7,354
| +14% | +$1.45M | 0.01% | 1561 |
|
|
2021
Q2 | $6.39M | Buy |
51,152
+43,479
| +567% | +$5.35M | ﹤0.01% | 2437 |
|
|
2021
Q1 | $988K | Buy |
7,673
+6,846
| +828% | +$525K | ﹤0.01% | 4258 |
|
|
2020
Q4 | $34K | Buy |
+827
| New | +$33.9K | ﹤0.01% | 6538 |
|
Other funds holding UPST
VCM
VPM
CS
HFF