Upstart Hldgs shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upstart Hldgs by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $931k | 26k | 35.43 |
| 2022-09-30 | $511k | 25k | 20.81 |
| 2022-06-30 | $422k | 13k | 31.59 |
| 2022-03-31 | $1.0M | 9.5k | 109.10 |
| 2021-09-30 | $200k | 633 | 315.96 |
| 2011-09-30 | $511k | 25k | 20.81 |