BROADWATER CAPITAL MANAGEMENT LLC

Position in UPST — Upstart Holdings, Inc.

CIK 2084339 BOSTON, MA

Position in UPST

as of Mar 31, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,130

-$3,616 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BROADWATER CAPITAL MANAGEMENT LLC holds $108,719 across 2 Credit Services names.

#	Ticker	Company	Shares	Value (USD)	Open
1	PYPL	PayPal Holdings, Inc.	2,200	$94,996
2	V	Visa Inc.	40	$13,723

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,130	200	0.0%	Shares	Sole	2026-07-24
2025-12-31	$8,746	200	0.0%	Shares	Sole	2026-02-03
2025-09-30	$10,160	200	0.0%	Shares	Sole	2026-02-03
2025-06-30	$12,936	200	0.0%	Shares	Sole	2026-02-03
2025-03-31	$9,206	200	0.0%	Shares	Sole	2026-02-03
2024-12-31	$12,314	200	0.0%	Shares	Sole	2026-02-03
2024-09-30	$8,002	200	0.0%	Shares	Sole	2026-02-03
2024-06-30	$4,718	200	-60.0%	Shares	Sole	2026-02-03
2024-03-31	$13,445	500	0.0%	Shares	Sole	2026-02-03
2023-12-31	$20,430	500	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.