Question 1

Does CTC own UPST stock?

Accepted Answer

No. CTC exited its UPST (Upstart Holdings) position in Q1 2026. Its Q4 2025 13F listed 9,295 shares worth $406,470.

Question 2

How many shares of UPST does CTC own?

Accepted Answer

None since Q1 2026, when CTC exited the position. Its Q4 2025 13F listed 9,295 shares worth $406,470.

Question 3

What is CTC's UPST position worth?

Accepted Answer

CTC's UPST position was worth $406,470 in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is CTC buying or selling UPST?

Accepted Answer

In Q1 2026, CTC exited its entire UPST position.

Question 5

When did CTC first buy UPST?

Accepted Answer

CTC first reported UPST in its Q4 2021 13F and listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$28.24	0
2025-Q4	Decreased	9,295	-40.0%	$406,470	0.0%	$44.96	0
2025-Q3	Increased	15,495	+2.5%	$787,146	0.0%	$52.74	26
2025-Q2	Decreased	15,115	-40.5%	$977,638	0.0%	$63.43	0
2025-Q1	Increased	25,381	+5.1%	$1.2M	0.0%	$47.29	28
2024-Q4	New	24,151	—	$1.5M	0.0%	$63.32	35
2024-Q3	Exited	0	-100.0%	$0	0.0%	$40.85	0