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
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Quarterly reported holdings in Upstart Hldgs by Capital Advantage
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $591k | 12k | 50.80 |
| 2025-06-30 | $752k | 12k | 64.68 |
| 2025-03-31 | $716k | 12k | 61.57 |
| 2024-12-31 | $716k | 12k | 61.57 |
| 2024-09-30 | $4.8M | 119k | 40.01 |
| 2024-06-30 | $331k | 14k | 23.22 |
| 2024-03-31 | $339k | 12k | 27.43 |
| 2023-12-31 | $505k | 12k | 40.86 |