Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$178,049,318 |
4,071,560 |
+1399.8%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$13,791,081 |
271,478 |
+979.1%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$1,627,219 |
25,158 |
-31.3%
|
Shares |
Defined |
2025-08-15 |
| 2025-03-31 |
$1,684,651 |
36,599 |
-93.3%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$33,728,046 |
547,800 |
-58.2%
|
Shares |
Defined |
2025-05-15 |
| 2024-09-30 |
$52,421,181 |
1,310,202 |
+1884.3%
|
Shares |
Defined |
2025-05-14 |
| 2024-06-30 |
$1,557,624 |
66,029 |
+4491.7%
|
Shares |
Defined |
2025-05-14 |
| 2024-03-31 |
$38,667 |
1,438 |
-99.9%
|
Shares |
Defined |
2024-10-17 |
| 2023-12-31 |
$81,113,471 |
1,985,156 |
+3.7%
|
Shares |
Defined |
2024-08-16 |
| 2023-09-30 |
$54,652,183 |
1,914,933 |
+65.6%
|
Shares |
Defined |
2023-11-15 |
| 2023-06-30 |
$41,405,811 |
1,156,264 |
-6.6%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$19,672,420 |
1,238,038 |
-72.7%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$59,908,408 |
4,531,650 |
+4.6%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$90,083,855 |
4,333,038 |
+2.4%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$133,784,499 |
4,231,009 |
+17.0%
|
Shares |
Defined |
2022-10-27 |
| 2022-03-31 |
$394,508,819 |
3,616,361 |
+271.7%
|
Shares |
Defined |
2022-10-27 |
| 2021-12-31 |
$147,212,479 |
972,984 |
+242.9%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$89,788,900 |
283,747 |
-79.7%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$174,942,059 |
1,400,657 |
-44.7%
|
Shares |
Defined |
2021-08-23 |
| 2021-03-31 |
$326,109,094 |
2,530,724 |
+0.8%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$102,300,226 |
2,510,435 |
—
|
Shares |
Defined |
2021-02-16 |
