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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Quarterly reported holdings in Upstart Hldgs by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 4.2k | 50.80 |
| 2025-06-30 | $272k | 4.2k | 64.68 |
| 2024-12-31 | $281k | 4.6k | 61.57 |
| 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
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