Zweig-DiMenna Associates’s Upstart Holdings UPST Stock Holding History

Zweig-DiMenna Associates’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
2025 Q1	–	Sell	-16,319	Closed	-$1M	–	108
2024 Q4	$1M	Hold	16,319	–	–	0.08%	86
2024 Q3	$653K	Hold	16,319	–	–	0.07%	82
2024 Q2	$385K	Sell	16,319 -172,374	-91%	-$4.16M	0.04%	74
2024 Q1	$5.07M	Hold	188,693	–	–	0.44%	71
2023 Q4	$7.71M	Hold	188,693	–	–	0.87%	46
2023 Q3	$5.39M	Hold	188,693	–	–	0.64%	58
2023 Q2	$6.76M	Buy	188,693 +159,133	+538%	+$3.66M	0.84%	43
2023 Q1	$470K	Sell	29,560 -5,490	-16%	-$92.4K	0.06%	98
2022 Q4	$463K	Hold	35,050	–	–	0.07%	101
2022 Q3	$729K	Hold	35,050	–	–	0.16%	72
2022 Q2	$1.11M	Buy	+35,050	New	+$2.09M	0.21%	79

Other funds holding UPST

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Zweig-DiMenna Associates's UPST Position: Q1 2025 in Review

Zweig-DiMenna Associates sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 16,319 shares — an estimated $1M sold.

Zweig-DiMenna Associates first reported a position in UPST in Q2 2022 and held it in 11 quarters. The position peaked at $7.71M in Q4 2023. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

Zweig-DiMenna Associates reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
Zweig-DiMenna Associates sold 16,319 Upstart Holdings shares in Q1 2025, an estimated $1M.
Zweig-DiMenna Associates first reported a position in Upstart Holdings in Q2 2022 and held it in 11 quarters.
Zweig-DiMenna Associates's Upstart Holdings position peaked at $7.71M in Q4 2023.
386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2025, filed 7 May 2025.