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Upstart Hldgs shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Upstart Hldgs

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All positions including Upstart Hldgs held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $416k 10k 40.01
2024-06-30 $217k 9.2k 23.59
2024-03-31 $213k 7.9k 26.89

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
BlackRock
BlackRock
Citadel Advisors
Jane Street
D. E. Shaw & Co
State Street Corporation
Barclays
Goldman Sachs Group
Geode Capital Management
Morgan Stanley
Voloridge Investment Management
Bank of America Corporation
Fred Alger Management

View all funds holding Upstart Hldgs