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Upstart Hldgs shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 28k 50.80
2025-03-31 $1.7M 37k 46.03