Upstart Hldgs shares owned by First Trust Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by First Trust Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upstart Hldgs by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.0M | 201k | 40.01 |
| 2024-03-31 | $12M | 459k | 26.89 |
| 2023-09-30 | $6.7M | 235k | 28.54 |
| 2023-03-31 | $356k | 22k | 15.89 |
| 2022-12-31 | $2.3M | 177k | 13.22 |
| 2022-09-30 | $2.4M | 115k | 20.79 |
| 2022-03-31 | $6.6M | 60k | 109.09 |
| 2021-12-31 | $9.0M | 60k | 151.31 |
| 2021-09-30 | $28M | 88k | 316.44 |
| 2021-06-30 | $5.0M | 40k | 124.91 |