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Upstart Hldgs shares owned by LPL Financial

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upstart Hldgs by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 60k 40.01
2024-06-30 $1.5M 65k 23.59
2024-03-31 $1.7M 65k 26.89
2023-09-30 $1.6M 56k 28.54
2023-06-30 $1.8M 51k 35.81
2023-03-31 $790k 50k 15.89
2022-12-31 $705k 53k 13.22
2022-09-30 $1.4M 69k 20.78
2022-06-30 $3.0M 94k 31.62
2022-03-31 $11M 101k 109.09
2021-12-31 $8.1M 53k 151.31
2021-09-30 $12M 38k 316.44
2021-06-30 $1.9M 15k 124.92
2021-03-31 $488k 3.8k 128.90