Upstart Hldgs shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Upstart Hldgs by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 58k | 50.80 |
| 2025-06-30 | $2.1M | 32k | 64.68 |
| 2025-03-31 | $1.5M | 32k | 46.03 |
| 2024-12-31 | $1.1M | 17k | 61.57 |
| 2024-09-30 | $1.0M | 25k | 40.01 |
| 2024-06-30 | $605k | 26k | 23.59 |
| 2024-03-31 | $700k | 26k | 26.89 |
| 2023-12-31 | $1.0M | 25k | 40.86 |
| 2023-09-30 | $703k | 25k | 28.54 |
| 2023-06-30 | $1.6M | 46k | 35.81 |
| 2023-03-31 | $723k | 46k | 15.89 |
| 2022-06-30 | $321k | 10k | 31.63 |
| 2022-03-31 | $1.0M | 9.6k | 109.07 |
| 2021-12-31 | $522k | 3.4k | 151.44 |
| 2021-09-30 | $1.0M | 3.3k | 316.48 |