Verition Fund Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Sell
204,692
-22,191
-10% -$1.44M 0.06% 358
2025
Q1
$10.4M Buy
226,883
+121,269
+115% +$5.58M 0.05% 403
2024
Q4
$6.5M Sell
105,614
-26,828
-20% -$1.65M 0.03% 612
2024
Q3
$5.3M Buy
+132,442
New +$5.3M 0.03% 622
2024
Q2
Sell
-33,670
Closed -$905K 2581
2024
Q1
$905K Buy
+33,670
New +$905K 0.01% 1193
2023
Q4
Hold
0
2229
2023
Q3
Hold
0
2281
2023
Q1
Hold
0
2175
2022
Q4
Sell
-11,514
Closed -$239K 2184
2022
Q3
$239K Sell
11,514
-1,841
-14% -$38.2K ﹤0.01% 1835
2022
Q2
$422K Sell
13,355
-2,025
-13% -$64K 0.01% 1484
2022
Q1
$1.68M Buy
15,380
+4,418
+40% +$482K 0.02% 739
2021
Q4
$1.66M Buy
+10,962
New +$1.66M 0.01% 674
2021
Q3
Sell
-3,419
Closed -$427K 2059
2021
Q2
$427K Buy
+3,419
New +$427K ﹤0.01% 1037