Current Value of Holding

$83.6 Million

Shares

1.44 Million

% of Portfolio

0.12%

Average Buy Price

$40.8

Avg closing price
Price range

9 Jim Simons Upstart Holdings Trades

Jim Simons acquired 1.44 Million Upstart Holdings shares worth $83.6 Million. That's 0.12% of their equity portfolio (189th largest holding). The investor owns 1.52% of the outstanding Upstart Holdings stock. The first Upstart Holdings trade was made in Q2 2021. Since then Jim Simons bought shares six more times and sold shares on two occasions. The stake costed the investor $58.8 Million, netting the investor a gain of 42% so far.

Avg closing price
Price range
Increased shares by 4.5% (+61.7 Thousand shares) Q1 2025
Avg closing price $62.46
Price range $46.03 - $88.77
Increased shares by 28.8% (+308 Thousand shares) Q4 2024
Avg closing price $62.60
Price range $37.78 - $84.46
New holding (+1.07 Million shares) Q3 2024
Avg closing price $33.25
Price range $22.90 - $44.11
Sold -214 Thousand shares Q3 2022
Avg closing price $26.90
Price range $20.79 - $36.28
Increased shares by 527.0% (+180 Thousand shares) Q2 2022
Avg closing price $59.55
Price range $28.00 - $113.85
Sold 97.2% shares (-1.2 Million shares) Q1 2022
Avg closing price $115.22
Price range $89.34 - $157.99
Increased shares by 34.2% (+316 Thousand shares) Q4 2021
Avg closing price $249.80
Price range $131.50 - $390.00
Increased shares by 38.2% (+255 Thousand shares) Q3 2021
Avg closing price $197.24
Price range $113.09 - $336.34
New holding (+668 Thousand shares) Q2 2021
Avg closing price $123.07
Price range $84.05 - $170.00

News about Upstart Holdings Inc and Jim Simons

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