Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$32,543,250 |
744,186 |
-5.2%
|
Shares |
Other |
2026-02-17 |
| 2025-09-30 |
$39,893,847 |
785,312 |
+0.1%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$50,755,622 |
784,719 |
+1.3%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$35,664,318 |
774,806 |
-1.0%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$48,182,032 |
782,557 |
+16.2%
|
Shares |
Other |
2025-02-14 |
| 2024-09-30 |
$26,942,452 |
673,393 |
+3.8%
|
Shares |
Other |
2024-11-13 |
| 2024-06-30 |
$15,307,761 |
648,909 |
-2.3%
|
Shares |
Other |
2024-08-14 |
| 2024-03-31 |
$17,857,028 |
664,077 |
-6.7%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$29,085,413 |
711,831 |
-1.0%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$20,512,980 |
718,745 |
+1.1%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$25,448,517 |
710,654 |
+141.6%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$4,673,899 |
294,141 |
+0.7%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$3,861,441 |
292,091 |
+3.2%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$5,883,734 |
283,008 |
-32.6%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$13,278,627 |
419,944 |
-3.1%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$47,262,478 |
433,243 |
+26.4%
|
Shares |
Other |
2022-05-13 |
| 2021-12-31 |
$51,874,718 |
342,860 |
+9.5%
|
Shares |
Defined |
2022-02-08 |
| 2021-09-30 |
$99,113,754 |
313,215 |
+270.4%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$10,560,669 |
84,553 |
+14.7%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$9,501,749 |
73,737 |
—
|
Shares |
Defined |
2021-05-12 |
