Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,320,961 |
98,810 |
-0.5%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$5,044,440 |
99,300 |
+0.6%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$6,382,622 |
98,680 |
+8.5%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$4,184,587 |
90,910 |
0.0%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$5,597,328 |
90,910 |
-12.1%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$4,138,114 |
103,427 |
+17.6%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$2,075,448 |
87,980 |
+15.5%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$2,047,673 |
76,150 |
-17.3%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$3,761,163 |
92,050 |
+0.8%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$2,607,129 |
91,350 |
+0.2%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$3,264,081 |
91,150 |
+117.3%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$666,490 |
41,944 |
-2.5%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$568,856 |
43,030 |
+97.4%
|
Shares |
Defined |
2023-02-15 |
| 2022-09-30 |
$453,263 |
21,802 |
-33.0%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$1,029,231 |
32,550 |
+42.1%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$2,498,706 |
22,905 |
+7.6%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$3,219,966 |
21,282 |
+13.3%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$5,941,477 |
18,776 |
+12.5%
|
Shares |
Defined |
2021-11-10 |
| 2021-06-30 |
$2,084,081 |
16,686 |
+143.9%
|
Shares |
Defined |
2021-07-30 |
| 2021-03-31 |
$881,402 |
6,840 |
—
|
Shares |
Defined |
2021-05-06 |
