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Upstart Hldgs shares owned by Royal Fund Management

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

Historical chart of Royal Fund Management investment in Upstart Hldgs

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

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Quarterly reported holdings in Upstart Hldgs by Royal Fund Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $732k 17k 43.73
2025-09-30 $1.3M 26k 50.80
2025-06-30 $6.9M 106k 64.68
2025-03-31 $5.1M 114k 44.96

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Ishares Tr Russell 2000 Etf (IWM)
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View all positions for Royal Fund Management

Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
Citadel Advisors
BlackRock
Jericho Capital Asset Management
Jane Street
Slate Path Capital
Squarepoint Ops
State Street Corporation
Geode Capital Management
Toroso Investments
D. E. Shaw & Co
Goldman Sachs Group
Wells Fargo & Company
Wolverine Trading

View all funds holding Upstart Hldgs