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 csv Download as ExcelQuarterly 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 |
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