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Disclosery

Portman Square Capital LLP: UPST position timeline

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

Portman Square Capital LLP held 19,036 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,036 shares
    Change vs previous 13F +7,226 shares

    0.11% of the 13F portfolio, value $674,445.

    13F-HR 0001172661-26-002622 filed by Portman Square Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,810 shares
    Change vs previous 13F +2,710 shares

    0.05% of the 13F portfolio, value $302,927.

    13F-HR 0001172661-26-001542 filed by Portman Square Capital LLP
    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 9,100 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $397,943.

    13F-HR 0001172661-26-000284 filed by Portman Square Capital LLP
    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 9,100 shares
    Change vs previous 13F +4,887 shares

    0.06% of the 13F portfolio, value $462,280.

    13F-HR 0001172661-25-004304 filed by Portman Square Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,213 shares
    Change vs previous 13F -2,893 shares

    0.03% of the 13F portfolio, value $272,497.

    13F-HR 0001172661-25-002756 filed by Portman Square Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,106 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $327,089.

    13F-HR 0001172661-25-001561 filed by Portman Square Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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