Question 1

How many shares of UPST does IEQ CAPITAL, LLC own?

Accepted Answer

IEQ CAPITAL, LLC previously held 0 shares of UPST (UPSTART HLDGS INC) before exiting the position in 2025-Q2.

Question 2

What is IEQ CAPITAL, LLC's UPST position worth?

Accepted Answer

IEQ CAPITAL, LLC's UPST position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is IEQ CAPITAL, LLC buying or selling UPST?

Accepted Answer

In 2025-Q2, IEQ CAPITAL, LLC exited their UPST position entirely (-100.0% change in shares).

Question 4

When did IEQ CAPITAL, LLC first buy UPST?

Accepted Answer

Based on available 13F filings, IEQ CAPITAL, LLC first reported a position in UPST in 2024-Q3. They have held the position across 15 quarters.

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