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
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upstart Hldgs by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 | $675k | 6.2k | 109.14 |
| 2021-12-31 | $541k | 3.6k | 151.33 |
| 2021-09-30 | $845k | 2.7k | 316.36 |