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Upstart Hldgs shares owned by Vivid Financial Management

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

Historical chart of Vivid Financial Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upstart Hldgs by Vivid Financial Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $309k 2.0k 151.40
2021-09-30 $786k 2.5k 316.30

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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Value (VLUE)
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Wisdomtree Tr Em Ex St-owned (XSOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr Core Total Usd (IUSB)
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Ishares Tr Global Finls Etf (IXG)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Vivid Financial Management

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