Upstart Hldgs shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 27k | 50.80 |
| 2025-06-30 | $2.7M | 41k | 64.68 |
| 2025-03-31 | $1.4M | 31k | 46.03 |
| 2024-12-31 | $1.4M | 22k | 61.58 |
| 2024-09-30 | $899k | 22k | 40.11 |
| 2024-06-30 | $639k | 27k | 23.59 |
| 2024-03-31 | $1.1M | 43k | 26.89 |
| 2023-12-31 | $1.7M | 42k | 40.86 |
| 2023-09-30 | $1.1M | 38k | 28.54 |
| 2023-06-30 | $891k | 25k | 35.81 |
| 2023-03-31 | $268k | 17k | 15.88 |
| 2022-12-31 | $206k | 16k | 13.23 |