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Disclosery

Tidal Investments LLC: UPST position timeline

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

Tidal Investments LLC held 0 UPST shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,000,638 shares

    13F-HR 0001600064-26-000002 filed by Tidal Investments LLC
    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 ended2025-09-30
    13F 1,000,638 shares
    Change vs previous 13F +371,353 shares

    0.22% of the 13F portfolio, value $50,832,410.

    13F-HR 0001600064-25-000011 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 629,285 shares
    Change vs previous 13F +411,654 shares

    0.27% of the 13F portfolio, value $40,702,154.

    13F-HR 0001600064-25-000009 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 217,631 shares
    Change vs previous 13F +76,926 shares

    0.08% of the 13F portfolio, value $10,017,555.

    13F-HR 0001600064-25-000007 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 140,705 shares
    Change vs previous 13F -192,758 shares

    0.07% of the 13F portfolio, value $8,663,207.

    13F-HR 0001600064-25-000003 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F/A 333,463 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,341,854.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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