WA
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Whitebox Advisors’s Upstart Holdings UPST Stock Holding History

Whitebox Advisors’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 		– Sell
-100,000
Closed -$4M – 305
2024
Q3 		$4M Sell
100,000
-200,000
-67% -$6.65M 0.11% 102
2024
Q2 		$7.08M Hold
300,000
– – 0.2% 81
2024
Q1 		$8.07M Sell
300,000
-120,000
-29% -$3.55M 0.2% 75
2023
Q4 		$17.2M Buy
420,000
+200,000
+91% +$6.09M 0.47% 54
2023
Q3 		$6.28M Hold
220,000
– – 0.2% 75
2023
Q2 		$7.88M Buy
220,000
+120,000
+120% +$2.76M 0.21% 72
2023
Q1 		$1.59M Sell
100,000
-200,000
-67% -$3.36M 0.05% 138
2022
Q4 		$3.97M Buy
+300,000
New +$5.8M 0.11% 107

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