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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

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 202501M2M3M4M5M50k100k
Value ($)Share countHistorical UPST position of Capital Advantage Source: stockzoa.comValue ($)Share count

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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
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

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Vanguard World Industrial Etf (VIS)
Apple (AAPL)
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View all positions for Capital Advantage

Top funds holding Upstart Hldgs

Vanguard Group
Goldman Sachs Group
Susquehanna International
BlackRock
Jane Street
D. E. Shaw & Co
Citadel Advisors
Morgan Stanley
State Street Corporation
Two Sigma Investments
Fred Alger Management
Summit Partners Public Asset Management
Geode Capital Management
Two Sigma Advisers
Bnp Paribas Arbitrage, Snc

View all funds holding Upstart Hldgs