UPST — UPSTART HOLDINGS

Ownership history in TSFG, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which TSFG, LLC 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
0.04% (2022 Q1)
Avg. % of fund
0.01%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 300 +265 +757.1% 0.00% $15K $50.80
2024 Q2 UNCHANGED 35 — 0% 0.00% $1K $23.59
2024 Q1 REDUCED 35 -181 -83.8% 0.00% $1K $26.89
2023 Q4 REDUCED 216 -33 -13.3% 0.00% $9K $40.86
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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