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Upstart Hldgs shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $821k 23k 35.43
2026-03-31 $374k 15k 25.65
2025-12-31 $757k 17k 43.73
2025-09-30 $934k 18k 50.80
2025-06-30 $1.2M 19k 64.68
2025-03-31 $985k 21k 46.03
2024-03-31 $408k 15k 26.89
2023-12-31 $750k 18k 40.86
2023-09-30 $540k 19k 28.54
2023-06-30 $725k 20k 35.81
2023-03-31 $314k 20k 15.87
2022-12-31 $314k 24k 13.22
2022-09-30 $887k 43k 20.77
2022-06-30 $1.3M 40k 31.60
2022-03-31 $776k 7.1k 109.05
2021-12-31 $599k 4.0k 151.07
2021-09-30 $743k 2.4k 316.04
2021-06-30 $241k 1.9k 124.69