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DIMENSIONAL FUND ADVISORS LP: UPST position timeline

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

DIMENSIONAL FUND ADVISORS LP held 1,059,769 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,059,769 shares
    Change vs previous 13F +36,989 shares

    0.01% of the 13F portfolio, value $37,547,436.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 1,022,780 shares
    Change vs previous 13F +744,190 shares

    0.01% of the 13F portfolio, value $26,233,667.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    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 278,590 shares
    Change vs previous 13F +220,829 shares

    <0.01% of the 13F portfolio, value $12,182,740.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    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 57,761 shares
    Change vs previous 13F +25,377 shares

    <0.01% of the 13F portfolio, value $2,934,259.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    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 32,384 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $2,094,597.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    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 32,297 shares
    Change vs previous 13F +15,230 shares

    <0.01% of the 13F portfolio, value $1,486,631.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 17,067 shares
    Change vs previous 13F -8,188 shares

    <0.01% of the 13F portfolio, value $1,050,815.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    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 25,255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,010,453.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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