UPST — UPSTART HLDGS INC

Ownership history in Edgestream Partners, L.P.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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
0.13% (2025 Q3)
Avg. % of fund
0.09%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 89,836 +33,377 +59.1% 0.13% $4.6M $50.80
2025 Q2 REDUCED 56,459 -17,618 -23.8% 0.10% $3.7M $64.68
2025 Q1 ADDED 74,077 +55,918 +307.9% 0.12% $3.4M $46.03
2024 Q3 REDUCED 18,159 -64,578 -78.1% 0.03% $727K $40.01
2024 Q1 ADDED 82,737 +52,457 +173.2% 0.11% $2.2M $26.89
2023 Q4 ADDED 30,280 +7,718 +34.2% 0.09% $1.2M $40.86
2023 Q3 INITIATED 22,562 — — 0.05% $644K —
% 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% Azora Capital LP 3Y 7Y 2.43% 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%
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