Virtu Financial’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
Sell
-15,238
Closed -$701K 2054
2025
Q1
$701K Buy
15,238
+7,343
+93% +$338K 0.04% 390
2024
Q4
$486K Buy
+7,895
New +$486K 0.03% 510
2023
Q4
Sell
-16,457
Closed -$470K 2029
2023
Q3
$470K Buy
+16,457
New +$470K 0.05% 369
2023
Q1
Sell
-36,905
Closed -$488K 2127
2022
Q4
$488K Buy
+36,905
New +$488K 0.06% 290
2022
Q3
Sell
-37,927
Closed -$1.2M 2261
2022
Q2
$1.2M Buy
37,927
+12,899
+52% +$408K 0.1% 186
2022
Q1
$2.73M Buy
25,028
+9,852
+65% +$1.07M 0.2% 58
2021
Q4
$2.3M Buy
15,176
+12,727
+520% +$1.93M 0.23% 89
2021
Q3
$775K Sell
2,449
-40,819
-94% -$12.9M 0.07% 295
2021
Q2
$5.4M Buy
+43,268
New +$5.4M 0.53% 12