Carnegie Capital Asset Management, LLC
Holdings in UPST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,414,867 | 238,163 | Shares | Sole | 2026-01-23 |
| 2023-12-31 | $7,009,859 | 171,558 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $2,663,837 | 93,337 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $392,728 | 10,967 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,132,289 | 71,258 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $1,411,380 | 106,761 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $4,282,012 | 205,965 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $2,829,041 | 89,470 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $20,000,669 | 183,341 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $21,952,873 | 145,095 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $31,562,042 | 99,741 | Shares | Sole | 2021-10-08 |
| 2021-06-30 | $11,174,803 | 89,470 | Shares | Sole | 2021-07-16 |
| 2021-03-31 | $11,768,139 | 91,325 | Shares | Sole | 2021-04-12 |