Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$14,701,413 |
336,186 |
-0.6%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$17,187,315 |
338,333 |
-12.0%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$24,881,296 |
384,683 |
-0.7%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$17,830,549 |
387,368 |
-2.2%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$24,387,629 |
396,096 |
-0.1%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$15,860,283 |
396,408 |
+0.3%
|
Shares |
Sole |
2024-11-07 |
| 2024-06-30 |
$9,324,867 |
395,289 |
-0.1%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$10,642,120 |
395,765 |
+0.1%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$16,161,968 |
395,545 |
—
|
Shares |
Sole |
2024-02-14 |
