Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$13,930,060 |
318,547 |
+34.3%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$12,046,254 |
237,131 |
-3.0%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$15,808,374 |
244,409 |
+73.1%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$6,497,640 |
141,161 |
+5.9%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$8,206,172 |
133,282 |
-33.7%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$8,046,131 |
201,103 |
-45.8%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$8,754,296 |
371,102 |
-19.1%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$12,334,362 |
458,697 |
+46.0%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$12,837,027 |
314,171 |
+33.5%
|
Shares |
Sole |
2024-02-13 |
| 2023-09-30 |
$6,715,690 |
235,308 |
+949.5%
|
Shares |
Sole |
2023-11-13 |
| 2023-03-31 |
$356,253 |
22,420 |
-87.3%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$2,339,120 |
176,938 |
+53.4%
|
Shares |
Sole |
2023-02-09 |
| 2022-09-30 |
$2,397,565 |
115,323 |
+91.1%
|
Shares |
Sole |
2022-11-14 |
| 2022-03-31 |
$6,582,272 |
60,338 |
+1.3%
|
Shares |
Sole |
2022-05-13 |
| 2021-12-31 |
$9,013,697 |
59,575 |
-32.2%
|
Shares |
Sole |
2022-02-08 |
| 2021-09-30 |
$27,821,721 |
87,921 |
+121.8%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$4,950,661 |
39,637 |
—
|
Shares |
Sole |
2021-10-12 |
