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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

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

View all funds holding Upstart Hldgs