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Disclosery

XPONANCE LLC: UPST position timeline

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

XPONANCE LLC held 8,472 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,472 shares
    Change vs previous 13F +388 shares

    <0.01% of the 13F portfolio, value $300,163.

    13F-HR 0001172661-26-003213 filed by XPONANCE LLC
    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 8,084 shares
    Change vs previous 13F +1,315 shares

    <0.01% of the 13F portfolio, value $207,355.

    13F-HR 0001172661-26-001769 filed by XPONANCE LLC
    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 6,769 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $296,008.

    13F-HR 0001172661-26-000638 filed by XPONANCE LLC
    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 6,750 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $342,900.

    13F-HR 0001637541-25-000003 filed by XPONANCE LLC
    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 6,755 shares
    Change vs previous 13F +584 shares

    <0.01% of the 13F portfolio, value $436,913.

    13F-HR 0001085146-25-005124 filed by XPONANCE LLC
    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 6,171 shares
    Change vs previous 13F +401 shares

    <0.01% of the 13F portfolio, value $284,051.

    13F-HR 0001085146-25-002511 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,770 shares
    Change vs previous 13F +678 shares

    <0.01% of the 13F portfolio, value $355,259.

    13F-HR 0001085146-25-000963 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,092 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,731.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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