Position in UPST
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$225,386
-$168,052 QoQ
Shares Held
8,787
-2.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,386 | 8,787 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $393,438 | 8,997 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $462,076 | 9,096 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||