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Upstart Hldgs shares owned by LPL Financial

Quarter-by-quarter ownership of Upstart Hldgs shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Upstart Hldgs

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

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Quarterly reported holdings in Upstart Hldgs by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $56k 60k 0.94
2025-06-30 $57k 60k 0.95
2025-03-31 $56k 60k 0.93
2024-06-30 $12k 15k 0.79
2024-03-31 $12k 15k 0.78
2023-09-30 $9.9k 15k 0.66
2023-06-30 $10k 15k 0.68
2023-03-31 $8.6k 15k 0.57
2022-12-31 $8.0k 15k 0.53