UPST — UPSTART HLDGS INC

Ownership history in FOX RUN MANAGEMENT, L.L.C.  ·  4 quarters on record

This page tracks every 13F SEC filing in which FOX RUN MANAGEMENT, L.L.C. 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
0.35% (2025 Q1)
Avg. % of fund
0.19%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,388 -7,820 -35.2% 0.11% $731K $50.80
2025 Q2 REDUCED 22,208 -27,476 -55.3% 0.24% $1.4M $64.68
2025 Q1 ADDED 49,684 +44,508 +859.9% 0.35% $2.3M $46.03
2024 Q4 INITIATED 5,176 — — 0.06% $319K $61.57
% 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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