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Upstart Hldgs shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Upstart Hldgs

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All positions including Upstart Hldgs held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 4.0k 50.80
2025-06-30 $259k 4.0k 64.68