Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$49,914,515 |
1,141,425 |
+8.9%
|
Shares |
Sole |
2026-02-10 |
| 2025-06-30 |
$67,776,555 |
1,047,875 |
+156.4%
|
Shares |
Sole |
2025-08-13 |
| 2024-12-31 |
$25,158,240 |
408,612 |
+62.1%
|
Shares |
Sole |
2025-02-12 |
| 2024-09-30 |
$10,085,920 |
252,085 |
-14.9%
|
Shares |
Sole |
2025-11-12 |
| 2024-06-30 |
$6,991,816 |
296,389 |
+2.0%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$7,816,815 |
290,696 |
-37.5%
|
Shares |
Sole |
2025-05-14 |
| 2023-12-31 |
$19,016,979 |
465,418 |
+9.8%
|
Shares |
Sole |
2024-02-09 |
| 2023-09-30 |
$12,098,220 |
423,904 |
-2.8%
|
Shares |
Sole |
2024-11-13 |
| 2023-06-30 |
$15,610,116 |
435,915 |
-29.7%
|
Shares |
Sole |
2024-08-14 |
| 2023-03-31 |
$9,859,411 |
620,479 |
-26.9%
|
Shares |
Sole |
2024-05-15 |
| 2022-12-31 |
$11,225,088 |
849,099 |
-2.6%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$18,133,121 |
872,204 |
+7.7%
|
Shares |
Sole |
2023-11-13 |
| 2022-06-30 |
$25,612,895 |
810,022 |
+99.3%
|
Shares |
Sole |
2023-08-14 |
| 2022-03-31 |
$44,336,030 |
406,417 |
+72.9%
|
Shares |
Sole |
2023-05-12 |
| 2021-09-30 |
$74,368,146 |
235,015 |
+170.4%
|
Shares |
Sole |
2022-11-14 |
| 2021-06-30 |
$10,854,809 |
86,908 |
—
|
Shares |
Sole |
2022-08-15 |
