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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

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Kercheville Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Kercheville Advisors

Quarter filed Position value Share count Share price at filing
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