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BAILARD, INC. UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
5
Latest value
$550K
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $1M |
| Q1 2026 | $613K |
| Q2 2026 | $847K |
| Q3 2026 | $550K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $550K | 23.9K | — | — |
| Q2 2026 | $847K | 23.9K | — | — |
| Q1 2026 | $613K | 23.9K | — | — |
| Q4 2025 | $1M | 23.9K | — | — |
| Q3 2025 | $2M | 38.4K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M