Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,964,210 |
90,652 |
+3.0%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$4,470,449 |
88,001 |
+13.8%
|
Shares |
Defined |
2025-11-13 |
| 2025-09-30 |
$3,926,840 |
77,300 |
+38550.0%
|
Shares |
Defined |
2025-11-13 |
| 2025-09-30 |
$10,160 |
200 |
-98.7%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$1,030,416 |
15,931 |
-84.9%
|
Shares |
Defined |
2025-08-05 |
| 2025-06-30 |
$6,823,740 |
105,500 |
+762.4%
|
Shares |
Defined |
2025-08-05 |
| 2025-03-31 |
$563,129 |
12,234 |
+664.6%
|
Shares |
Defined |
2025-05-13 |
| 2025-03-31 |
$73,648 |
1,600 |
-91.1%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$1,112,691 |
18,072 |
+1029.5%
|
Shares |
Defined |
2025-02-13 |
| 2024-12-31 |
$98,512 |
1,600 |
0.0%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$64,016 |
1,600 |
-99.6%
|
Shares |
Defined |
2024-11-13 |
| 2024-09-30 |
$14,952,655 |
373,723 |
-16.5%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$10,561,854 |
447,726 |
+2148.7%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$535,379 |
19,910 |
-98.6%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$56,885,209 |
1,392,198 |
+8041.5%
|
Shares |
Defined |
2024-02-08 |
| 2023-12-31 |
$698,706 |
17,100 |
-65.8%
|
Shares |
Defined |
2024-02-08 |
| 2023-12-31 |
$2,043,000 |
50,000 |
+4900.0%
|
Shares |
Defined |
2024-02-08 |
| 2023-09-30 |
$28,540 |
1,000 |
-99.9%
|
Shares |
Defined |
2023-11-01 |
| 2023-09-30 |
$39,532,950 |
1,385,177 |
-33.1%
|
Shares |
Defined |
2023-11-01 |
| 2023-06-30 |
$74,120,789 |
2,069,835 |
+206883.5%
|
Shares |
Defined |
2023-08-02 |
| 2023-06-30 |
$35,810 |
1,000 |
-99.1%
|
Shares |
Defined |
2023-08-02 |
| 2023-03-31 |
$1,787,625 |
112,500 |
-49.5%
|
Shares |
Defined |
2024-06-13 |
| 2023-03-31 |
$3,538,654 |
222,697 |
+22169.7%
|
Shares |
Defined |
2024-06-13 |
| 2022-12-31 |
$13,220 |
1,000 |
-41.2%
|
Shares |
Defined |
2023-02-01 |
| 2022-12-31 |
$22,474 |
1,700 |
-90.2%
|
Shares |
Defined |
2023-02-01 |
| 2022-12-31 |
$229,338 |
17,348 |
+1634.8%
|
Shares |
Defined |
2023-02-01 |
| 2022-09-30 |
$20,790 |
1,000 |
-98.9%
|
Shares |
Defined |
2022-11-10 |
| 2022-09-30 |
$1,879,373 |
90,398 |
-9.3%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$3,152,861 |
99,711 |
+9871.1%
|
Shares |
Defined |
2022-08-11 |
| 2022-06-30 |
$31,620 |
1,000 |
-95.6%
|
Shares |
Defined |
2022-08-11 |
| 2022-03-31 |
$2,487,252 |
22,800 |
-80.5%
|
Shares |
Defined |
2022-05-12 |
| 2022-03-31 |
$12,773,893 |
117,095 |
+29173.8%
|
Shares |
Defined |
2022-05-12 |
| 2021-12-31 |
$60,520 |
400 |
-99.7%
|
Shares |
Defined |
2022-02-11 |
| 2021-12-31 |
$21,444,354 |
141,734 |
+16.3%
|
Shares |
Defined |
2022-02-11 |
| 2021-09-30 |
$38,568,972 |
121,884 |
+90.2%
|
Shares |
Defined |
2021-11-12 |
| 2021-06-30 |
$8,003,092 |
64,076 |
+58150.9%
|
Shares |
Defined |
2021-08-12 |
| 2021-03-31 |
$14,174 |
110 |
—
|
Shares |
Defined |
2021-05-13 |
