Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$6,190,331 |
141,558 |
+11224.6%
|
Shares |
Sole |
2026-02-13 |
| 2025-12-31 |
$54,662 |
1,250 |
-98.9%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$5,567,070 |
109,588 |
+8667.0%
|
Shares |
Sole |
2025-11-14 |
| 2025-09-30 |
$63,500 |
1,250 |
-97.2%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$2,896,952 |
44,789 |
+4378.9%
|
Shares |
Sole |
2025-08-13 |
| 2025-06-30 |
$64,680 |
1,000 |
-99.1%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$5,064,726 |
110,031 |
-10.7%
|
Shares |
Sole |
2025-07-02 |
| 2024-12-31 |
$7,584,869 |
123,191 |
—
|
Shares |
Sole |
2025-07-02 |
