Upstart Hldgs shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 4.6k | 50.80 |
| 2025-06-30 | $294k | 4.5k | 64.67 |
| 2025-03-31 | $213k | 4.6k | 46.03 |
| 2024-12-31 | $284k | 4.6k | 61.56 |
| 2022-03-31 | $245k | 2.3k | 108.46 |
| 2021-12-31 | $335k | 2.2k | 151.24 |
| 2021-09-30 | $1.0M | 3.3k | 317.20 |
| 2021-06-30 | $264k | 2.1k | 124.70 |
More positions owned by Perennial Investment Advisors
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