Coatue Management — UPST Trade History
Quarter-by-quarter changes in the UPSTART HLDGS INC position · CUSIP 91680M107
Currently held · 1 QFirst seen: 2022 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | New | 870,947 | 870,947 | — | $30.9M | 0.06% |
| 2025 Q4 | 2026-05-15 | Sold out | — | -870,947 | -100.0% | — | — |
| 2026 Q1 | 2026-05-15 | Hold | 870,947 | — | 0.0% | $22.3M | 0.08% |
| 2025 Q3 | 2025-11-14 | Hold | 870,947 | — | 0.0% | $44.2M | 0.11% |
| 2025 Q2 | 2025-08-14 | Hold | 870,947 | — | 0.0% | $56.3M | 0.16% |
| 2025 Q1 | 2025-05-15 | Add | 870,947 | 521,887 | +149.5% | $40.1M | 0.18% |
| 2024 Q4 | 2025-02-14 | Reduce | 349,060 | -521,887 | -59.9% | $21.5M | 0.07% |
| 2024 Q3 | 2024-11-14 | Hold | 870,947 | — | 0.0% | $34.8M | 0.13% |
| 2024 Q2 | 2024-08-14 | Hold | 870,947 | — | 0.0% | $20.5M | 0.08% |
| 2024 Q1 | 2024-05-15 | Add | 870,947 | 186,155 | +27.2% | $23.4M | 0.09% |
| 2023 Q4 | 2024-02-14 | Reduce | 684,792 | -980,051 | -58.9% | $28.0M | 0.12% |
| 2023 Q3 | 2023-11-14 | Hold | 1,664,843 | — | 0.0% | $47.5M | 0.24% |
| 2023 Q2 | 2023-08-14 | Hold | 1,664,843 | — | 0.0% | $59.6M | 0.29% |
| 2023 Q1 | 2023-05-15 | Add | 1,664,843 | 832,422 | +100.0% | $26.5M | 0.18% |
| 2022 Q4 | 2023-02-14 | Reduce | 832,421 | -832,422 | -50.0% | $11.0M | 0.12% |
| 2022 Q3 | 2022-11-14 | Reduce | 1,664,843 | -697,447 | -29.5% | $34.6M | 0.40% |
| 2022 Q2 | 2022-08-15 | New | 2,362,290 | 2,362,290 | — | $74.7M | 0.90% |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q2 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-14 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-11 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.