Zacks Investment Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Sell
38,353
-595
-2% -$38.5K 0.02% 295
2025
Q1
$1.79M Buy
38,948
+12,206
+46% +$562K 0.02% 338
2024
Q4
$1.65M Buy
+26,742
New +$1.65M 0.02% 359