UPST — UPSTART HLDGS INC

Ownership history in FEDERATED HERMES, INC.  ·  5 quarters on record

This page tracks every 13F SEC filing in which FEDERATED HERMES, INC. 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
0.02% (2021 Q3)
Avg. % of fund
0.01%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 73,441 -8,157 -10.0% 0.01% $3.7M $50.80
2025 Q2 ADDED 81,598 +76,693 +1563.6% 0.01% $5.3M $64.68
2025 Q1 REDUCED 4,905 -2,621 -34.8% 0.00% $226K $46.03
2024 Q4 REDUCED 7,526 -24,192 -76.3% 0.00% $463K $61.57
2021 Q3 INITIATED 31,718 — — 0.02% $10.0M $316.44
% 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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