Upstart Hldgs shares owned by Private Advisor
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 71k | 43.73 |
| 2025-09-30 | $799k | 16k | 50.80 |
| 2025-06-30 | $931k | 14k | 64.68 |
| 2025-03-31 | $659k | 14k | 46.03 |
| 2024-12-31 | $698k | 11k | 61.57 |
| 2024-09-30 | $630k | 16k | 40.01 |
| 2024-06-30 | $394k | 17k | 23.59 |
| 2024-03-31 | $482k | 18k | 26.89 |
| 2023-12-31 | $645k | 16k | 40.86 |
| 2023-09-30 | $454k | 16k | 28.54 |
| 2023-06-30 | $241k | 6.7k | 35.81 |
| 2022-09-30 | $277k | 13k | 20.76 |
| 2022-06-30 | $387k | 12k | 31.64 |
| 2022-03-31 | $541k | 3.6k | 151.33 |
| 2021-12-31 | $541k | 3.6k | 151.33 |
| 2021-09-30 | $845k | 2.7k | 316.36 |