Voloridge Investment Management’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	$5.52M	Sell	215,345 -132,536	-38%	-$4.66M	0.02%	645
2025 Q4	$15.2M	Sell	347,881 -622,425	-64%	-$28.7M	0.05%	446
2025 Q3	$49.3M	Buy	970,306 +430,535	+80%	+$30.3M	0.17%	150
2025 Q2	$34.9M	Sell	539,771 -412,930	-43%	-$20.2M	0.13%	203
2025 Q1	$43.9M	Sell	952,701 -74,159	-7%	-$4.61M	0.16%	180
2024 Q4	$63.2M	Sell	1,026,860 -315,850	-24%	-$19.7M	0.22%	133
2024 Q3	$53.7M	Buy	1,342,710 +267,332	+25%	+$8.89M	0.2%	146
2024 Q2	$25.4M	Buy	1,075,378 +56,851	+6%	+$1.37M	0.09%	297
2024 Q1	$27.4M	Buy	1,018,527 +4,162	+0.4%	+$123K	0.1%	258
2023 Q4	$41.4M	Sell	1,014,365 -234,498	-19%	-$7.14M	0.16%	169
2023 Q3	$35.6M	Buy	1,248,863 +217,297	+21%	+$8.73M	0.18%	160
2023 Q2	$36.9M	Buy	+1,031,566	New	+$23.7M	0.17%	165
2022 Q2	–	Sell	-82,905	Closed	-$9.04M	–	1643
2022 Q1	$9.04M	Sell	82,905 -207,761	-71%	-$23.9M	0.05%	442
2021 Q4	$44M	Buy	290,666 +39,563	+16%	+$9.88M	0.24%	98
2021 Q3	$79.5M	Buy	251,103 +216,417	+624%	+$42.7M	0.51%	20
2021 Q2	$4.33M	Buy	+34,686	New	+$4.27M	0.03%	697