Position in UPST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,130,191
-$7,652,526 QoQ
Shares Held
589,871
+13.2% QoQ
Ownership
0.606%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,130,191 | 589,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,782,717 | 520,986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,121,620 | 455,150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,017,925 | 294,031 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,972,231 | 412,171 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||