업스타트 홀딩스, Inc.
MX ˙ BMV ˙ US91680M1071
SecurityMX:UPST / Upstart Holdings, Inc.
InstitutionElequin Capital Lp
Latest Disclosed Ownership162 shares
Latest Disclosed Value $ 4,155
Elequin Capital Lp reports 65.75% decrease in ownership of UPST / Upstart Holdings, Inc.

On May 11, 2026 - Elequin Capital Lp filed a 13F-HR form disclosing ownership of 162 shares of Upstart Holdings, Inc. (MX:UPST) valued at $4,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 473 shares of Upstart Holdings, Inc.. This represents a change in shares of -65.75% 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)
2026-05-11 2026-03-31 13F UPSTART HLDGS COM 91680M107 162 -311 -65.75 4 -80.00 0.0003
2026-02-17 2025-12-31 13F UPSTART HLDGS COM 91680M107 473 473 21 0.0015
2025-05-13 2025-03-31 13F UPSTART HLDGS COM 91680M107 0 -390 -100.00 0 -100.00
2025-02-18 2024-12-31 13F UPSTART HLDGS COM 91680M107 390 123 46.07 24 140.00 0.0019
2024-11-14 2024-09-30 13F UPSTART HLDGS COM 91680M107 267 267 11 0.0012
2024-08-12 2024-06-30 13F UPSTART HLDGS COM 91680M107 0 -1 -100.00 0 0.0000
2025-03-11 2024-03-31 13F/A-1 UPSTART HLDGS COM 91680M107 1 1 0 0.0000
2023-11-14 2023-09-30 13F UPSTART HLDGS COM 91680M107 0 -38 -100.00 0 -100.00
2023-08-14 2023-06-30 13F UPSTART HLDGS COM 91680M107 38 38 1 0.0007
2023-02-09 2022-12-31 13F UPSTART HLDGS COM 91680M107 0 -35 -100.00 0 -100.00
2022-11-10 2022-09-30 13F UPSTART HLDGS COM 91680M107 35 17 94.44 1 0.00 0.0007
2022-08-11 2022-06-30 13F UPSTART HLDGS COM 91680M107 18 -72 -80.00 1 -90.00 0.0002
2022-05-16 2022-03-31 13F UPSTART HLDGS COM 91680M107 90 90 10 0.0017
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.