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Upstart Hldgs shares owned by Capital Advantage

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

Historical chart of Capital Advantage investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upstart Hldgs by Capital Advantage

Quarter filed Position value Share count Share price at filing
2023-12-31 $505k 12k 40.86

More positions owned by Capital Advantage

Vanguard Intermediate Term Corporate ETF Etf (VCIT)
PS Interest Rate Hedged ETF Etf (IGHG)
BlackRock Ultra Short Term Bond ETF Etf (ICSH)
Vanguard International Dividend ETF Etf (VIGI)
Schwab Fundamental Intl Large Co ETF Etf (FNDF)
VanEck IG Floating Rate ETF Etf (FLTR)
Vanguard Health Care ETF Etf (VHT)
Vanguard Dividend Appreciation ETF Etf (VIG)
Vanguard Intl High Dividend ETF Etf (VYMI)
Vanguard Mid Cap Value ETF Etf (VOE)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Mega Cap Value ETF Etf (MGV)
Consumer Staples SPDR ETF Etf (XLP)
iShares Core S&P Small Cap ETF Etf (IJR)
iShares Floating Rate ETF Etf (FLOT)

View all positions for Capital Advantage

Top funds holding Upstart Hldgs

Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Bank of America Corporation
Jane Street
Bank Of Montreal
Goldman Sachs Group
Nomura Holdings
Barclays
Gts Securities
Two Sigma Investments
Wolverine Trading
Voloridge Investment Management
Mirae Asset Global Investments
Moore Capital Management

View all funds holding Upstart Hldgs