Position in UPST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,640,744
-$3,493,481 QoQ
Shares Held
102,953
-26.6% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Neo Ivy Capital Management holds $4,234,876 across 6 Credit Services names.
All Filings in UPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,640,744 | 102,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,134,225 | 140,275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,218,484 | 63,356 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $493,729 | 8,019 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||