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Disclosery

MORGAN STANLEY: UPST position timeline

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

MORGAN STANLEY held 2,414,712 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,414,712 shares
    Change vs previous 13F -1,560,347 shares

    <0.01% of the 13F portfolio, value $85,553,247.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 3,975,059 shares
    Change vs previous 13F -231,556 shares

    0.01% of the 13F portfolio, value $101,960,286.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 4,206,615 shares
    Change vs previous 13F +2,554,591 shares

    0.01% of the 13F portfolio, value $183,955,303.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 1,652,024 shares
    Change vs previous 13F -20,679 shares

    0.01% of the 13F portfolio, value $83,922,867.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    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 1,672,703 shares
    Change vs previous 13F +84,976 shares

    0.01% of the 13F portfolio, value $108,190,490.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    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 1,587,727 shares
    Change vs previous 13F -1,045,082 shares

    0.01% of the 13F portfolio, value $73,083,131.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    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/A 2,632,809 shares
    Change vs previous 13F +1,204,660 shares

    0.01% of the 13F portfolio, value $162,102,103.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    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/A 1,428,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,140,243.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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