UPST UPSTART HOLDINGS

Ownership history in EMC Capital Management  ·  10 quarters on record

This page tracks every 13F SEC filing in which EMC Capital Management reported a position in UPSTART HOLDINGS (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
0.3% (2025 Q2)
Avg. % of fund
0.17%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,050 +1,200 +12.2% 0.24% $543 $43.73
2025 Q3 ADDED 9,850 +1,250 +14.5% 0.24% $500 $50.80
2025 Q2 ADDED 8,600 +3,500 +68.6% 0.30% $556 $64.68
2025 Q1 UNCHANGED 5,100 0% 0.14% $239 $46.03
2024 Q4 REDUCED 5,100 -14,900 -74.5% 0.18% $314 $61.57
2024 Q3 ADDED 20,000 +13,700 +217.5% 0.29% $436 $40.01
2024 Q2 ADDED 6,300 +2,000 +46.5% 0.08% $145 $23.59
2024 Q1 ADDED 4,300 +600 +16.2% 0.07% $109 $26.89
2023 Q4 UNCHANGED 3,700 0% 0.10% $151 $40.86
2023 Q3 INITIATED 3,700 0.08% $106
% of Fund (quarterly)    UPST price (monthly, adj. close)
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