UPST UPSTART HLDGS INC COM

Ownership history in Gould Capital, LLC  ·  15 quarters on record

AI Ownership Summary

Gould Capital, LLC reported UPSTART HLDGS INC COM (UPST) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows UPST at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gould Capital, LLC's position in UPSTART HLDGS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UPST was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gould Capital, LLC held UPST — position size vs. price
% of Fund (quarterly)    UPST price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 38 0% 0.00% $2K 2025-11-17 $36.06
2025 Q2 UNCHANGED 38 0% 0.00% $2K 2025-08-14 $63.83
2025 Q1 UNCHANGED 38 0% 0.00% $2K 2025-05-14 $51.32
2024 Q4 UNCHANGED 38 0% 0.00% $2K 2025-02-21 $71.77
2024 Q3 UNCHANGED 38 0% 0.00% $2K 2024-11-18 $68.27
2024 Q2 UNCHANGED 38 0% 0.00% $896 2024-08-15 $36.59
2024 Q1 UNCHANGED 38 0% 0.00% $1K 2024-05-13 $27.43
2023 Q4 UNCHANGED 38 0% 0.00% $2K 2024-02-15 $27.11
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Gould Capital, LLC and UPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gould Capital, LLC reported owning UPST?

Gould Capital, LLC reported UPST across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported UPST position in Gould Capital, LLC's portfolio?

The largest reported portfolio weight for UPST was 0.00% in 2025 Q2.

What is the latest reported UPST position on this page?

The most recent filing on this page is 2025 Q3, when Gould Capital, LLC reported 38 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this UPST ownership page compare?

The chart compares Gould Capital, LLC's quarterly UPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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