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 – 308
2024
Q3 		$4M Sell
100,000
-200,000
-67% -$6.65M 0.11% 103
2024
Q2 		$7.08M Hold
300,000
– – 0.2% 82
2024
Q1 		$8.07M Sell
300,000
-120,000
-29% -$3.55M 0.2% 76
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 $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return