Position in UPST
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$725,895
New position
Shares Held
28,300
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in UPST
reported options exposure · as of Mar 31, 2026CallValue
$36,507
CallShares
56,600
PutValue
$12,735
PutShares
56,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,507 | 56,600 | Call | Sole | 2026-04-16 | |
| 2026-03-31 | $12,735 | 56,600 | Put | Sole | 2026-04-16 | |
| 2026-03-31 | $725,895 | 28,300 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||