Upstart Hldgs shares owned by Janney Montgomery Scott
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Janney Montgomery Scott
from 13F filings
Historical chart of Janney Montgomery Scott investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Janney Montgomery Scott
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.4M | 38k | 35.44 |
| 2026-03-31 | $478k | 19k | 25.64 |
| 2025-12-31 | $573k | 13k | 43.70 |
| 2025-09-30 | $560k | 11k | 50.78 |
| 2025-06-30 | $603k | 9.3k | 64.63 |
| 2025-03-31 | $673k | 15k | 46.02 |
| 2024-12-31 | $907k | 15k | 61.60 |
| 2024-09-30 | $588k | 15k | 40.02 |
| 2024-06-30 | $348k | 15k | 23.56 |
| 2021-12-31 | $1.0M | 6.8k | 151.36 |
| 2021-09-30 | $805k | 2.5k | 316.43 |
| 2021-06-30 | $813k | 6.5k | 124.88 |