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Disclosery

Neo Ivy Capital Management: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Neo Ivy Capital Management on UPST, newest first. How the timeline and the estimate are built.

Neo Ivy Capital Management held 0 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -102,953 shares

    13F-HR 0001727783-26-000006 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 102,953 shares
    Change vs previous 13F -37,322 shares

    0.7% of the 13F portfolio, value $2,640,744.

    13F-HR 0001727783-26-000005 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,275 shares
    Change vs previous 13F +76,919 shares

    0.97% of the 13F portfolio, value $6,134,225.

    13F-HR 0001727783-26-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 63,356 shares
    Change vs previous 13F +63,356 shares

    0.78% of the 13F portfolio, value $3,218,484.

    13F-HR 0001727783-25-000008 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -8,019 shares

    13F-HR 0001727783-25-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 8,019 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $493,000.

    13F-HR 0001727783-25-000003 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).