Vulcan Value Partners’s Upstart Holdings UPST Stock Holding History

Vulcan Value Partners’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
2022 Q3	–	Sell	-3,996,381	Closed	-$126M	–	42
2022 Q2	$126M	Sell	3,996,381 -3,244,826	-45%	-$193M	1.24%	24
2022 Q1	$790M	Buy	7,241,207 +2,395,892	+49%	+$276M	4.85%	5
2021 Q4	$733M	Buy	4,845,315 +594,854	+14%	+$149M	3.75%	15
2021 Q3	$1.35B	Buy	4,250,461 +2,729,357	+179%	+$538M	7.23%	1
2021 Q2	$190M	Buy	1,521,104 +538,016	+55%	+$66.2M	1.03%	23
2021 Q1	$127M	Sell	983,088 -608,718	-38%	-$46.7M	0.75%	23
2020 Q4	$64.9M	Buy	+1,591,806	New	+$65.3M	0.42%	24

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Vulcan Value Partners's UPST Position: Q3 2022 in Review

Vulcan Value Partners sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 3,996,381 shares — an estimated $126M sold.

Vulcan Value Partners first reported a position in UPST in Q4 2020 and held it in 7 quarters. The position peaked at $1.35B in Q3 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Vulcan Value Partners reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Vulcan Value Partners sold 3,996,381 Upstart Holdings shares in Q3 2022, an estimated $126M.
Vulcan Value Partners first reported a position in Upstart Holdings in Q4 2020 and held it in 7 quarters.
Vulcan Value Partners's Upstart Holdings position peaked at $1.35B in Q3 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Vulcan Value Partners's 13F filing for Q3 2022, filed 14 Nov 2022.