UPST — UPSTART HLDGS INC

Ownership history in Seros Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Seros Financial, LLC 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
0.19% (2025 Q2)
Avg. % of fund
0.16%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,512 -77 -1.7% 0.13% $229K $50.80
2025 Q2 UNCHANGED 4,589 — 0% 0.19% $297K $64.68
2025 Q1 INITIATED 4,589 — — 0.16% $211K $46.03
% 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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