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
2023 Q3 REDUCED 249 -120 -32.5% 0.00% $7K $28.54
2023 Q2 REDUCED 369 -138 -27.2% 0.00% $13K $35.81
2023 Q1 REDUCED 507 -34 -6.3% 0.00% $8K $15.89
2022 Q4 ADDED 541 +90 +20.0% 0.00% $7K $13.22
2022 Q3 REDUCED 451 -560 -55.4% 0.00% $9K $20.79
2022 Q2 REDUCED 1,011 -56 -5.2% 0.01% $32K $31.62
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UPST price (monthly, adj. close)
← Back to TSFG, LLC Holdings