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
Download as csvQuarterly 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 |