Upstart Hldgs shares owned by Kercheville Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Kercheville Advisors
from 13F filings
Historical chart of Kercheville Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Kercheville Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $231k | 5.0k | 46.28 |
| 2025-09-30 | $762k | 15k | 50.80 |
| 2025-06-30 | $970k | 15k | 64.68 |
| 2025-03-31 | $691k | 15k | 46.03 |
| 2024-12-31 | $927k | 15k | 61.57 |
| 2024-09-30 | $402k | 10k | 40.01 |
| 2024-06-30 | $236k | 10k | 23.59 |
| 2024-03-31 | $269k | 10k | 26.89 |
| 2023-12-31 | $409k | 10k | 40.86 |
| 2023-09-30 | $285k | 10k | 28.54 |
| 2023-06-30 | $358k | 10k | 35.81 |
| 2023-03-31 | $159k | 10k | 15.89 |
| 2022-12-31 | $132k | 10k | 13.22 |
| 2022-09-30 | $208k | 10k | 20.80 |
| 2022-06-30 | $316k | 10k | 31.60 |
| 2022-03-31 | $1.3M | 12k | 109.08 |
| 2021-12-31 | $794k | 5.2k | 151.38 |
| 2021-09-30 | $362k | 1.1k | 316.16 |