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Upstart Hldgs shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates investment in Upstart Hldgs

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All positions including Upstart Hldgs held by DiMeo Schneider & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $560k 14k 40.01
2024-06-30 $425k 18k 23.59
2024-03-31 $296k 11k 26.89

More positions owned by DiMeo Schneider & Associates

Aon Shs Cl A (AON)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Cre U S Reit Etf (USRT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for DiMeo Schneider & Associates

Top funds holding Upstart Hldgs

Vanguard Group
Susquehanna International
BlackRock
Citadel Advisors
Jane Street
D. E. Shaw & Co
State Street Corporation
Goldman Sachs Group
Barclays
Geode Capital Management
Two Sigma Investments
Voloridge Investment Management
Bank of America Corporation
Fred Alger Management
Millennium Management

View all funds holding Upstart Hldgs