Upstart Holdings, Inc.
CH ˙ SWX ˙ US91680M1071
SecurityCH:UPST / Upstart Holdings, Inc.
InstitutionVersant Capital Management, Inc
Latest Disclosed Ownership2,293 shares
Latest Disclosed Value $ 58,815
Versant Capital Management, Inc reports 463.39% increase in ownership of UPST / Upstart Holdings, Inc.

On April 6, 2026 - Versant Capital Management, Inc filed a 13F-HR form disclosing ownership of 2,293 shares of Upstart Holdings, Inc. (CH:UPST) valued at $58,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 407 shares of Upstart Holdings, Inc.. This represents a change in shares of 463.39% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-06 2026-03-31 13F UPSTART HLDGS INC COM Stock 91680M107 2,293 1,886 463.39 59 241.18 0.0058
2026-01-08 2025-12-31 13F UPSTART HLDGS INC COM Stock 91680M107 407 -518 -56.00 18 -63.04 0.0022
2025-10-27 2025-09-30 13F UPSTART HLDGS INC COM Stock 91680M107 925 0 0.00 47 -22.03 0.0064
2025-07-07 2025-06-30 13F UPSTART HLDGS INC COM Stock 91680M107 925 667 258.53 60 436.36 0.0091
2025-04-03 2025-03-31 13F UPSTART HLDGS INC COM Stock 91680M107 258 0 0.00 12 -26.67 0.0020
2025-01-03 2024-12-31 13F UPSTART HLDGS INC COM Stock 91680M107 258 97 60.25 16 150.00 0.0034
2024-10-07 2024-09-30 13F UPSTART HLDGS INC COM Stock 91680M107 161 37 29.84 6 200.00 0.0015
2024-07-08 2024-06-30 13F UPSTART HLDGS INC COM Stock 91680M107 124 -304 -71.03 3 -81.82 0.0007
2024-04-03 2024-03-31 13F UPSTART HLDGS INC COM Stock 91680M107 428 -81 -15.91 12 -45.00 0.0033
2024-01-08 2023-12-31 13F UPSTART HLDGS INC COM Stock 91680M107 509 141 38.32 21 100.00 0.0062
2023-10-12 2023-09-30 13F UPSTART HLDGS INC COM Stock 91680M107 368 2 0.55 11 -23.08 0.0033
2023-07-10 2023-06-30 13F UPSTART HLDGS INC COM Stock 91680M107 366 366 13 0.0042
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.