Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$9,190,470 |
210,164 |
-75.2%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$42,989,296 |
846,246 |
+30.2%
|
Shares |
Defined |
2025-11-13 |
| 2025-09-30 |
$33,020,000 |
650,000 |
+78.5%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$23,555,806 |
364,190 |
+395.8%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$3,380,949 |
73,451 |
+20.9%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$3,741,484 |
60,768 |
+26.6%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$1,920,719 |
48,006 |
-60.8%
|
Shares |
Defined |
2024-11-13 |
| 2024-09-30 |
$4,901,225 |
122,500 |
+155.7%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$1,129,936 |
47,899 |
-5.3%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$1,359,556 |
50,560 |
+18.2%
|
Shares |
Defined |
2024-05-10 |
| 2023-12-31 |
$1,747,050 |
42,757 |
+7.4%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$1,136,177 |
39,810 |
-33.0%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$2,127,578 |
59,413 |
+28.2%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$736,309 |
46,338 |
+43.6%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$426,674 |
32,275 |
-10.4%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$749,291 |
36,041 |
-47.5%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$2,170,679 |
68,649 |
-4.4%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$7,830,480 |
71,780 |
+37.8%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$7,879,855 |
52,081 |
+14.3%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$14,413,209 |
45,548 |
+123.0%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$2,551,582 |
20,429 |
+1542.2%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$160,301 |
1,244 |
—
|
Shares |
Defined |
2021-05-13 |
