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Upstart Hldgs shares owned by Carlson Capital

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

Historical chart of Carlson Capital investment in Upstart Hldgs

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001200.999k200.9995k201k201.0005k201.001k299299.5300300.5301
Value ($)Share countHistorical UPST position of Carlson Capital Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Upstart Hldgs by Carlson Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $201k 300 670.00

More positions owned by Carlson Capital

Swk Hldgs Corp Com New (SWKH)
Hess (HES)
Bank of America Corporation (BAC)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kellogg Company (K)
Hashicorp Com Cl A (HCP)
Discover Financial Services (DFS)
Wells Fargo & Company (WFC)
Us Bancorp Del Com New (USB)
ConocoPhillips (COP)
Bok Finl Corp Com New (BOKF)
First Horizon National Corporation (FHN)
Magnera Corp Com Shs (MAGN)
Pactiv Evergreen (PTVE)
United Parcel Service CL B (UPS)

View all positions for Carlson Capital

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