Envestnet Asset Management »

Upstart Hldgs shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Upstart Hldgs by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 54k 40.01
2024-06-30 $459k 20k 23.59
2024-03-31 $477k 18k 26.89
2023-09-30 $853k 30k 28.54
2023-06-30 $697k 20k 35.81
2022-12-31 $220k 17k 13.22
2022-09-30 $306k 15k 20.80
2022-06-30 $415k 13k 31.64
2022-03-31 $1.3M 12k 109.05
2021-12-31 $289k 1.9k 151.07
2021-09-30 $1.7M 5.2k 316.40
2021-06-30 $7.1M 57k 124.89
2021-03-31 $7.1M 55k 128.85
2020-12-31 $342k 8.4k 40.74