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Upstart Hldgs shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upstart Hldgs by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 5.8k 40.86
2022-06-30 $82k 2.6k 31.73
2022-03-31 $200k 1.8k 108.87
2021-12-31 $152k 1.0k 150.94
2021-09-30 $224k 709 315.94
2021-06-30 $6.0k 50 120.00

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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Upstart Hldgs

Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Bank of America Corporation
Jane Street
Bank Of Montreal
Goldman Sachs Group
Nomura Holdings
Barclays
Gts Securities
Two Sigma Investments
Wolverine Trading
Voloridge Investment Management
Mirae Asset Global Investments
Moore Capital Management

View all funds holding Upstart Hldgs