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Virtus Fund Advisers’s Upstart Holdings UPST Stock Holding History

Virtus Fund Advisers’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
2024
Q4 		$31.9K Buy
+518
New +$32.3K 0.1% 90

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Virtus Fund Advisers's UPST Position: Q4 2024 in Review

Virtus Fund Advisers opened a new position in Upstart Holdings (UPST) in Q4 2024: 518 shares worth $31.9K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings.

391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Virtus Fund Advisers held 518 shares of Upstart Holdings worth $31.9K as of Q4 2024.
  • Upstart Holdings was a new Virtus Fund Advisers position in Q4 2024.
  • Upstart Holdings made up 0.1% of Virtus Fund Advisers's portfolio in Q4 2024, its #90 holding.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.