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Kercheville Advisors, LLC

SEC CIK
0001890748
Latest filing
Jul 30, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Kercheville Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overviewAll 13F holders of UPSTFull Q2 2026 holdings

Shares (Q2 2026)
15,000
Value
$531.5K
% of portfolio
0.2%
Quarters held
20
Since Q3 2021
Holdings of UPST by Kercheville Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,000$531.5K0.2%00.0%UnchangedHolders
Q1 202615,000$384.8K0.1%+10,000+200.0%AddedHolders
Q4 20255,000$231.4K0.1%−10,000−66.7%ReducedHolders
Q3 202515,000$762.0K0.2%00.0%UnchangedHolders
Q2 202515,000$970.2K0.3%00.0%UnchangedHolders
Q1 202515,000$690.5K0.3%−50−0.3%ReducedHolders
Q4 202415,050$926.6K0.4%+5,000+49.8%AddedHolders
Q3 202410,050$402.1K0.2%+50+0.5%AddedHolders
Q2 202410,000$235.9K0.1%00.0%UnchangedHolders
Q1 202410,000$268.9K0.1%00.0%UnchangedHolders
Q4 202310,000$408.6K0.2%00.0%UnchangedHolders
Q3 202310,000$285.4K0.2%00.0%UnchangedHolders
Q2 202310,000$358.1K0.2%00.0%UnchangedHolders
Q1 202310,000$158.9K0.1%00.0%UnchangedHolders
Q4 202210,000$132.2K0.1%00.0%UnchangedHolders
Q3 202210,000$208.0K0.2%00.0%UnchangedHolders
Q2 202210,000$316.0K0.2%−1,780−15.1%ReducedHolders
Q1 202211,780$1.28M0.6%+6,535+124.6%AddedHolders
Q4 20215,245$794.0K0.3%+4,100+358.1%AddedHolders
Q3 20211,145$362.0K0.2%+1,145NewHolders