Question 1

Does IEQ Capital own UPST stock?

Accepted Answer

No. IEQ Capital exited its UPST (Upstart) position in Q2 2025. Its Q1 2025 13F listed 12,654 shares worth $582,464.

Question 2

How many shares of UPST does IEQ Capital own?

Accepted Answer

None since Q2 2025, when IEQ Capital exited the position. Its Q1 2025 13F listed 12,654 shares worth $582,464.

Question 3

What is IEQ Capital's UPST position worth?

Accepted Answer

IEQ Capital's UPST position was worth $582,464 in its Q1 2025 13F, before the exit in Q2 2025.

Question 4

Is IEQ Capital buying or selling UPST?

Accepted Answer

In Q2 2025, IEQ Capital exited its entire UPST position.

Question 5

When did IEQ Capital first buy UPST?

Accepted Answer

IEQ Capital first reported UPST in its Q3 2021 13F and listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$63.43	0
2025-Q1	Increased	12,654	+75.4%	$582,464	0.0%	$47.29	37
2024-Q4	Increased	7,213	+10.9%	$444,104	0.0%	$63.32	27
2024-Q3	New	6,506	—	$260,305	0.0%	$40.85	32