| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2026 | New | +871K | +$31M | – | 871K | May 15, 2026 |
No change · Q2–Q3 2025 (2 quarters)
|
No change | – | – | – | 871K | – |
| Q1 2025 | Added | +522K | +$32M | +149.5% | 871K | May 15, 2025 |
| Q4 2024 | First covered | – | – | – | 349K | Feb 14, 2025 |
| Q3 2024 | First covered | – | – | – | 871K | Nov 14, 2024 |
| Q2 2024 | Unchanged | – | – | – | 871K | Aug 14, 2024 |
| Q1 2024 | Added | +186K | +$5.5M | +27.2% | 871K | May 15, 2024 |
| Q4 2023 | First covered | – | – | – | 685K | Feb 14, 2024 |
| Q3 2023 | First covered | – | – | – | 1.7M | Nov 14, 2023 |
| Q2 2023 | First covered | – | – | – | 1.7M | Aug 14, 2023 |
| Q1 2023 | Added | +832K | +$14M | +100.0% | 1.7M | May 15, 2023 |
| Q4 2022 | Reduced | −832K | −$16M | −50.0% | 832K | Feb 14, 2023 |
| Q3 2022 | Reduced | −697K | −$19M | −29.5% | 1.7M | Nov 14, 2022 |
| Q2 2022 | New | +2.4M | +$141M | – | 2.4M | Aug 15, 2022 |
Yes. As of Q1 2026, Coatue Management disclosed 871K shares of UPST, worth $22M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Coatue Management first disclosed a UPST position in Q2 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
The quarter-by-quarter table above shows each sale and reduction Coatue Management disclosed in UPST. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Coatue Management disclosed 871K shares of UPST as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Coatue Management's estimated average buy price for UPST is $35.18, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
