UPSTART HOLDINGS ORD
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Marex Group plc | 182,740 | 1,304,483 | +1,121,743 | 0.22 | 0.82 | +0.60 | buy |
| Jericho Capital Asset Management L.P. | 3,653,835 | 4,480,809 | +826,974 | 3.15 | 2.37 | -0.78 | buy |
| GC Wealth Management RIA, LLC | 12,243 | 230,072 | +217,829 | 0.06 | 0.38 | +0.32 | buy |
| KADENSA CAPITAL Ltd | 294,031 | 455,150 | +161,119 | 3.03 | 2.38 | -0.65 | buy |
| Bank Julius Baer & Co. Ltd, Zurich | 3,271 | 88,599 | +85,328 | 0.00 | 0.01 | +0.01 | buy |
| Liontrust Investment Partners LLP | 91,612 | 162,680 | +71,068 | 0.08 | 0.12 | +0.04 | buy |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,012,114 | 1,046,143 | +34,029 | 0.24 | 0.18 | -0.06 | buy |
| Edgestream Partners, L.P. | 56,459 | 89,836 | +33,377 | 0.10 | 0.13 | +0.03 | buy |
| Intellectus Partners, LLC | 7,462 | 25,450 | +17,988 | 0.10 | 0.25 | +0.15 | buy |
| Hillsdale Investment Management Inc. | 89,440 | 98,410 | +8,970 | 0.21 | 0.15 | -0.06 | buy |
| Portman Square Capital LLP | 4,213 | 9,100 | +4,887 | 0.03 | 0.06 | +0.03 | buy |
| INCEPTIONR LLC | 5,350 | 10,218 | +4,868 | 0.08 | 0.13 | +0.05 | buy |
| Rakuten Securities, Inc. | 1,231 | 5,891 | +4,660 | 0.03 | 0.11 | +0.08 | buy |
| ZACKS INVESTMENT MANAGEMENT | 38,353 | 41,191 | +2,838 | 0.02 | 0.02 | -0.00 | buy |
| EMC Capital Management | 8,600 | 9,850 | +1,250 | 0.30 | 0.24 | -0.06 | buy |
| Symmetry Partners, LLC | 6,086 | 6,519 | +433 | 0.05 | 0.04 | -0.01 | buy |
| Coastal Bridge Advisors, LLC | 38,467 | 38,870 | +403 | 0.21 | 0.15 | -0.06 | buy |
| CTC LLC | 15,115 | 15,495 | +380 | 0.06 | 0.03 | -0.03 | buy |
| Blueshift Asset Management, LLC | 12,273 | 12,644 | +371 | 0.24 | 0.20 | -0.05 | buy |
| Tradition Wealth Management, LLC | 5,248 | 5,470 | +222 | 0.03 | 0.02 | -0.01 | buy |
| Perennial Investment Advisors, LLC | 4,540 | 4,590 | +50 | 0.03 | 0.02 | -0.01 | buy |
| PayPay Securities Corp | 11 | 39 | +28 | 0.03 | 0.07 | +0.04 | buy |
| Jackson Creek Investment Advisors LLC | 21,961 | 21,951 | -10 | 0.38 | 0.32 | -0.06 | sell |
| N.E.W. Advisory Services LLC | 200 | 184 | -16 | 0.00 | 0.00 | -0.00 | sell |
| Hopwood Financial Services, Inc. | 163 | 130 | -33 | 0.01 | 0.00 | -0.00 | sell |
| Seros Financial, LLC | 4,589 | 4,512 | -77 | 0.19 | 0.14 | -0.05 | sell |
| Asset Management One Co., Ltd. | 1,943 | 1,861 | -82 | 0.00 | 0.00 | -0.00 | sell |
| Transce3nd, LLC | 152 | 59 | -93 | 0.00 | 0.04 | +0.03 | sell |
| Synergy Financial Group, LTD | 6,281 | 6,186 | -95 | 0.30 | 0.21 | -0.09 | sell |
| OPTIMUM INVESTMENT ADVISORS | 510 | 410 | -100 | 0.01 | 0.01 | -0.01 | sell |
| Legacy Capital Group California, Inc. | 20,803 | 20,588 | -215 | 0.37 | 0.27 | -0.11 | sell |
| Kera Capital Partners, Inc. | 20,410 | 19,926 | -484 | 0.26 | 0.15 | -0.11 | sell |
| Gemmer Asset Management LLC | 26,013 | 25,513 | -500 | 0.15 | 0.10 | -0.04 | sell |
| Polymer Capital Management (US) LLC | 13,728 | 13,128 | -600 | 0.15 | 0.09 | -0.06 | sell |
| PURSUE WEALTH PARTNERS LLC | 8,384 | 7,727 | -657 | 0.31 | 0.22 | -0.09 | sell |
| Inspire Advisors, LLC | 7,683 | 6,372 | -1,311 | 0.05 | 0.03 | -0.02 | sell |
| PRAKASH INVESTMENT ADVISORS LLC | 10,375 | 8,185 | -2,190 | 0.53 | 0.30 | -0.24 | sell |
| WMG Financial Advisors, LLC | 18,512 | 15,862 | -2,650 | 0.44 | 0.27 | -0.17 | sell |
| SIG BROKERAGE, LP | 9,694 | 6,848 | -2,846 | 0.17 | 0.09 | -0.08 | sell |
| Bridgefront Capital, LLC | 9,921 | 6,867 | -3,054 | 0.17 | 0.10 | -0.07 | sell |
| TOTH FINANCIAL ADVISORY CORP | 3,360 | 210 | -3,150 | 0.03 | 0.00 | -0.02 | sell |
| JENNISON ASSOCIATES LLC | 11,382 | 8,129 | -3,253 | 0.00 | 0.00 | -0.00 | sell |
| Altshuler Shaham Ltd | 13,000 | 9,650 | -3,350 | 0.06 | 0.01 | -0.05 | sell |
| SCS Capital Management LLC | 40,000 | 35,140 | -4,860 | 0.03 | 0.02 | -0.01 | sell |
| Versor Investments LP | 15,480 | 7,987 | -7,493 | 0.18 | 0.07 | -0.10 | sell |
| FOX RUN MANAGEMENT, L.L.C. | 22,208 | 14,388 | -7,820 | 0.24 | 0.11 | -0.13 | sell |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 22,500 | 7,500 | -15,000 | 0.01 | 0.00 | -0.01 | sell |
| Main Management ETF Advisors, LLC | 41,781 | 23,250 | -18,531 | 0.11 | 0.04 | -0.07 | sell |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 142,183 | 110,859 | -31,324 | 0.72 | 0.36 | -0.36 | sell |
| Royal Fund Management, LLC | 64,926 | 25,583 | -39,343 | 0.45 | 0.16 | -0.29 | sell |
| FRED ALGER MANAGEMENT, LLC | 1,219,700 | 1,127,568 | -92,132 | 0.35 | 0.22 | -0.13 | sell |
| Rokos Capital Management LLP | 479,321 | 360,719 | -118,602 | 0.52 | 0.23 | -0.29 | sell |
| Sepio Capital, LP | 256,102 | 5,405 | -250,697 | 1.18 | 0.02 | -1.16 | sell |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 583,000 | 300,000 | -283,000 | 1.47 | 0.50 | -0.97 | sell |