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Upstart Hldgs shares owned by Hrt Financial

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Upstart Hldgs

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All positions including Upstart Hldgs held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Hrt Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 11k 26.81
2023-03-31 $2.4M 154k 15.89
2022-12-31 $916k 69k 13.21
2022-09-30 $359k 17k 20.76
2022-03-31 $3.5M 32k 109.06
2021-12-31 $3.2M 21k 151.26