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Royal Fund Management, LLC → UPST
Royal Fund Management, LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
6
Latest value
$279K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $5K |
| Q4 2025 | $732K |
| Q1 2026 | $406K |
| Q2 2026 | $515K |
| Q3 2026 | $279K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $279K | 12.1K | — | — |
| Q2 2026 | $515K | 14.5K | — | — |
| Q1 2026 | $406K | 15.8K | — | — |
| Q4 2025 | $732K | 16.7K | — | — |
| Q3 2025 | $5K | 56 | — | — |
| Q3 2025 | $1.3M | 25.6K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M