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Upstart Hldgs shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Upstart Hldgs

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All positions including Upstart Hldgs held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5k 50 50.80
2025-03-31 $2.3k 50 46.04

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Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
Citadel Advisors
BlackRock
Jericho Capital Asset Management
Jane Street
Slate Path Capital
Squarepoint Ops
State Street Corporation
Geode Capital Management
Toroso Investments
D. E. Shaw & Co
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company

View all funds holding Upstart Hldgs