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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

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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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
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

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View all positions for Legacy Capital Group California

Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
BlackRock
BlackRock
Citadel Advisors
Jane Street
D. E. Shaw & Co
State Street Corporation
Barclays
Goldman Sachs Group
Geode Capital Management
Morgan Stanley
Voloridge Investment Management
Bank of America Corporation
Fred Alger Management

View all funds holding Upstart Hldgs