UPST — UPSTART HLDGS INC

Ownership history in Azora Capital LP  ·  6 quarters on record

This page tracks every 13F SEC filing in which Azora Capital LP reported a position in UPSTART HLDGS INC (UPST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.43% (2025 Q4)
Avg. % of fund
0.91%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 882,231 +660,751 +298.3% 2.43% $38.6M $43.73
2024 Q4 REDUCED 221,480 -108,275 -32.8% 0.61% $13.6M $61.57
2024 Q3 REDUCED 329,755 -41,553 -11.2% 0.71% $13.2M $40.01
2024 Q2 ADDED 371,308 +161,067 +76.6% 0.40% $8.8M $23.59
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UPST price (monthly, adj. close)

Other funds also holding UPST

As of 2025 Q4 — sorted by position size

Halter Ferguson Financial Inc. 3.99% Hidden Lake Asset Management LP 3Y 3.5% Jericho Capital Asset Management L.P. 3Y 7Y 2.5% KADENSA CAPITAL Ltd 3Y 7Y 2.37% Maxi Investments CY Ltd 3Y 1.54% KINGDON CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 1.3% Neo Ivy Capital Management 3Y 7Y 0.97% Nishkama Capital, LLC 3Y 7Y 0.85% Firsthand Capital Management, Inc. 3Y 7Y 0.81% Divisadero Street Capital Management, LP 3Y 0.76%
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