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Upstart Hldgs shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 31k 50.80

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Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
Citadel Advisors
BlackRock
Jericho Capital Asset Management
Jane Street
Slate Path Capital
Squarepoint Ops
State Street Corporation
Geode Capital Management
Toroso Investments
D. E. Shaw & Co
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company

View all funds holding Upstart Hldgs