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Upstart Hldgs shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 397k 28.54
2023-06-30 $14M 393k 35.81

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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