Upstart Hldgs shares owned by Commonwealth Equity Services
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Commonwealth Equity Services
from 13F filings
Historical chart of Commonwealth Equity Services investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Upstart Hldgs by Commonwealth Equity Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 65k | 50.80 |
| 2025-06-30 | $3.8M | 58k | 64.67 |
| 2025-03-31 | $2.2M | 48k | 46.03 |
| 2024-12-31 | $2.7M | 44k | 61.57 |
| 2024-09-30 | $1.6M | 41k | 40.01 |
| 2024-06-30 | $1.1M | 45k | 23.60 |
| 2024-03-31 | $1.1M | 41k | 26.88 |
| 2023-12-31 | $1.9M | 47k | 40.86 |
| 2023-09-30 | $1.3M | 44k | 28.55 |
| 2023-06-30 | $1.6M | 45k | 35.81 |
| 2023-03-31 | $806k | 51k | 15.88 |
| 2022-12-31 | $759k | 57k | 13.21 |
| 2022-09-30 | $2.6M | 127k | 20.79 |
| 2022-06-30 | $4.3M | 135k | 31.62 |
| 2022-03-31 | $11M | 104k | 109.09 |
| 2021-12-31 | $5.5M | 36k | 151.29 |
| 2021-09-30 | $9.1M | 29k | 316.42 |
| 2021-06-30 | $2.0M | 16k | 124.86 |
| 2021-03-31 | $562k | 4.4k | 128.84 |
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