Upstart Hldgs shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upstart Hldgs by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $205k | 7.6k | 26.89 |
| 2023-12-31 | $304k | 7.4k | 40.86 |
| 2023-09-30 | $353k | 12k | 28.54 |
| 2023-06-30 | $508k | 14k | 35.81 |
| 2023-03-31 | $226k | 14k | 15.89 |
| 2022-12-31 | $170k | 13k | 13.22 |
| 2022-09-30 | $345k | 17k | 20.79 |
| 2022-06-30 | $470k | 15k | 31.60 |
| 2022-03-31 | $1.0M | 9.3k | 109.08 |
| 2021-12-31 | $707k | 4.7k | 151.32 |
| 2021-09-30 | $460k | 1.5k | 316.37 |
| 2021-03-31 | $13k | 100 | 130.00 |