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
Download as csvQuarterly 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 |
More positions owned by Rockefeller Capital Management
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