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Upstart Hldgs shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of Upstart Hldgs shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.8M 8.5M 0.80
2024-03-31 $7.9M 10M 0.79
2023-12-31 $8.8M 12M 0.74
2023-09-30 $8.0M 12M 0.67
2023-06-30 $8.3M 12M 0.69
2023-03-31 $7.6M 13M 0.58
2022-12-31 $8.7M 17M 0.53
2022-09-30 $10M 18M 0.56

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NVIDIA Corporation Put Option (NVDA)
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Apple Put Option (AAPL)
Ishares Tr Russell 2000 Etf Put Option (IWM)
Amazon Call Option (AMZN)
Meta Platforms Cl A Put Option (META)
Ishares Tr Iboxx Hi Yd Etf Put Option (HYG)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Tesla Motors Put Option (TSLA)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Capstone Investment Advisors

Top funds holding Upstart Hldgs

Whitebox Advisors
Moore Capital Management
DeepCurrents Investment Group
King Street Capital Management
SSI Investment Management
State Street Corporation
Verition Fund Management
Babson Capital Management
Calamos Advisors
Capstone Investment Advisors
Leucadia National Corporation
LMR Partners
BlackRock
Advent Capital Management
Royal Bank of Canada

View all funds holding Upstart Hldgs