Upstart Hldgs shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Upstart Hldgs
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Quarterly reported holdings in Upstart Hldgs by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 6.2k | 50.80 |
| 2025-06-30 | $406k | 6.3k | 64.68 |
| 2025-03-31 | $267k | 5.8k | 46.03 |
| 2024-12-31 | $357k | 5.8k | 61.57 |
| 2024-09-30 | $258k | 6.4k | 40.01 |
| 2023-12-31 | $269k | 6.6k | 40.86 |
| 2023-06-30 | $231k | 6.4k | 35.81 |
| 2022-09-30 | $350k | 17k | 20.79 |
| 2022-06-30 | $481k | 15k | 31.64 |
| 2022-03-31 | $1.4M | 13k | 109.10 |
| 2021-12-31 | $1.5M | 9.8k | 151.34 |