Upstart Hldgs shares owned by Creative Planning
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $926k | 23k | 40.01 |
| 2024-06-30 | $617k | 26k | 23.59 |
| 2024-03-31 | $744k | 28k | 26.89 |
| 2023-12-31 | $1.1M | 27k | 40.86 |
| 2023-09-30 | $439k | 15k | 28.54 |
| 2023-06-30 | $561k | 16k | 35.81 |
| 2023-03-31 | $240k | 15k | 15.89 |
| 2022-12-31 | $138k | 10k | 13.22 |
| 2022-09-30 | $251k | 12k | 20.77 |
| 2022-06-30 | $411k | 13k | 31.62 |
| 2022-03-31 | $922k | 8.5k | 109.06 |
| 2021-12-31 | $330k | 2.2k | 151.45 |
| 2021-09-30 | $92k | 3.9k | 23.33 |
| 2021-06-30 | $352k | 2.8k | 125.00 |