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Upstart Hldgs shares owned by Broadwater Capital Management

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

Historical chart of Broadwater Capital Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upstart Hldgs by Broadwater Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 200 50.80
2025-06-30 $807 200 4.04
2025-03-31 $9.2k 200 46.03
2024-12-31 $12k 200 61.57
2024-09-30 $8.0k 200 40.01
2024-06-30 $4.7k 200 23.59
2024-03-31 $13k 500 26.89
2023-12-31 $20k 500 40.86