Upstart Hldgs shares owned by Raymond James Financial
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Raymond James Financial
from 13F filings
Historical chart of Raymond James Financial investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Raymond James Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 122k | 50.80 |
| 2025-06-30 | $9.1M | 140k | 64.68 |
| 2025-03-31 | $5.5M | 119k | 46.03 |
| 2024-12-31 | $7.5M | 122k | 61.57 |