Upstart Hldgs shares owned by Legacy Capital Group California
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Legacy Capital Group California
from 13F filings
Historical chart of Legacy Capital Group California investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Legacy Capital Group California
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 21k | 50.80 |
| 2025-06-30 | $1.3M | 21k | 64.68 |
| 2024-12-31 | $2.1M | 34k | 61.57 |
| 2024-09-30 | $1.4M | 34k | 40.01 |
| 2024-06-30 | $811k | 34k | 23.59 |
| 2024-03-31 | $964k | 36k | 26.89 |
| 2023-12-31 | $1.5M | 37k | 40.86 |
| 2023-09-30 | $964k | 34k | 28.54 |
| 2023-06-30 | $1.2M | 33k | 35.81 |
More positions owned by Legacy Capital Group California
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