Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,767,007 |
109,010 |
-14.3%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$6,460,693 |
127,179 |
-2.5%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$8,438,411 |
130,464 |
+11.2%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$5,399,641 |
117,307 |
+4.6%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$6,904,890 |
112,147 |
+3.6%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$4,330,082 |
108,225 |
-4.8%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$2,682,112 |
113,697 |
+6.9%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$2,858,702 |
106,311 |
+3.2%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$4,209,519 |
103,023 |
-0.1%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$2,943,929 |
103,151 |
+1.8%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$3,627,230 |
101,291 |
+36.5%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$1,179,324 |
74,218 |
-0.3%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$984,017 |
74,434 |
+1.9%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$1,519,166 |
73,072 |
+4.0%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$2,221,684 |
70,262 |
+57.6%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$4,864,977 |
44,596 |
+1.1%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$6,673,994 |
44,111 |
+5.6%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$13,214,217 |
41,759 |
+231.3%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$1,574,239 |
12,604 |
-11.3%
|
Shares |
Sole |
2021-08-05 |
| 2021-03-31 |
$1,830,456 |
14,205 |
—
|
Shares |
Sole |
2021-05-06 |
