Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$87,506,047 |
2,001,053 |
-2.5%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$104,208,681 |
2,051,352 |
-1.2%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$134,276,908 |
2,076,019 |
+3.3%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$92,462,716 |
2,008,749 |
-1.1%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$125,079,701 |
2,031,504 |
-10.3%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$90,637,493 |
2,265,371 |
+0.1%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$53,394,124 |
2,263,422 |
+21.2%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$50,235,360 |
1,868,180 |
+1.8%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$74,997,263 |
1,835,469 |
+5.0%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$49,909,125 |
1,748,743 |
+1.4%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$61,753,055 |
1,724,464 |
+47.7%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$18,557,867 |
1,167,896 |
-0.3%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$15,493,152 |
1,171,948 |
-0.2%
|
Shares |
Defined |
2023-05-15 |
| 2022-09-30 |
$24,414,154 |
1,174,322 |
-11.0%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$41,710,953 |
1,319,132 |
+36.6%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$105,378,540 |
965,978 |
+22.5%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$119,265,553 |
788,272 |
+15.9%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$215,137,429 |
679,868 |
+140.5%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$35,310,853 |
282,713 |
+133.5%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$15,601,337 |
121,072 |
—
|
Shares |
Defined |
2021-07-09 |
