C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Upstart Hldgs Inc (UPST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 1.24 SEC
2022   Q2 3,996,381 1.24 Reduce 44.81% 2.17 $31.62 $126,365,000 SEC
2022   Q1 7,241,207 4.85 Add 49.45% 1.60 $109.09 $789,944,000 SEC
2021   Q4 4,845,315 3.75 Add 14.00% 0.46 $151.30 $733,096,000 SEC
2021   Q3 4,250,461 7.23 Add 179.43% 4.64 $316.44 $1,345,016,000 SEC
2021   Q2 1,521,104 1.03 Add 54.73% 0.36 $124.90 $189,986,000 SEC
2021   Q1 983,088 0.75 Reduce 38.24% 0.16 $128.86 $126,681,000 SEC
2020   Q4 1,591,806 0.42 Buy 0.42 $40.75 $64,866,000 SEC