Zweig-DiMenna Associates’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,319
| Closed | -$1M | – | 106 |
|
2024
Q4 | $1M | Hold |
16,319
| – | – | 0.08% | 85 |
|
2024
Q3 | $653K | Hold |
16,319
| – | – | 0.07% | 81 |
|
2024
Q2 | $385K | Sell |
16,319
-172,374
| -91% | -$4.07M | 0.04% | 73 |
|
2024
Q1 | $5.07M | Hold |
188,693
| – | – | 0.44% | 70 |
|
2023
Q4 | $7.71M | Hold |
188,693
| – | – | 0.87% | 45 |
|
2023
Q3 | $5.39M | Hold |
188,693
| – | – | 0.64% | 57 |
|
2023
Q2 | $6.76M | Buy |
188,693
+159,133
| +538% | +$5.7M | 0.84% | 41 |
|
2023
Q1 | $470K | Sell |
29,560
-5,490
| -16% | -$87.2K | 0.06% | 98 |
|
2022
Q4 | $463K | Hold |
35,050
| – | – | 0.07% | 100 |
|
2022
Q3 | $729K | Hold |
35,050
| – | – | 0.16% | 72 |
|
2022
Q2 | $1.11M | Buy |
+35,050
| New | +$1.11M | 0.21% | 75 |
|