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Upstart Hldgs shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upstart Hldgs by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $256k 4.0k 64.68
2024-12-31 $963k 16k 61.57
2024-09-30 $828k 21k 40.01
2021-09-30 $301k 952 316.18