UPST — UPSTART HOLDINGS

Ownership history in Integrated Wealth Concepts LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in UPSTART HOLDINGS (UPST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2021 Q3)
Avg. % of fund
0.01%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,227 -1,550 -19.9% 0.00% $316K $50.80
2025 Q2 ADDED 7,777 +3,149 +68.0% 0.01% $503K $64.68
2025 Q1 ADDED 4,628 +563 +13.8% 0.00% $213K $46.03
2024 Q4 ADDED 4,065 +1,495 +58.2% 0.00% $250K $61.57
2022 Q1 ADDED 2,570 +763 +42.2% 0.01% $280K $109.09
2021 Q4 ADDED 1,807 +702 +63.5% 0.01% $273K $151.30
2021 Q3 INITIATED 1,105 — — 0.01% $350K $316.44
% of Fund (quarterly)    UPST price (monthly, adj. close)

Other funds also holding UPST

As of 2025 Q4 — sorted by position size

Halter Ferguson Financial Inc. 3.99% Hidden Lake Asset Management LP 3Y 3.5% Jericho Capital Asset Management L.P. 3Y 7Y 2.5% Azora Capital LP 3Y 7Y 2.43% KADENSA CAPITAL Ltd 3Y 7Y 2.37% Maxi Investments CY Ltd 3Y 1.54% KINGDON CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 1.3% Neo Ivy Capital Management 3Y 7Y 0.97% Nishkama Capital, LLC 3Y 7Y 0.85% Firsthand Capital Management, Inc. 3Y 7Y 0.81%
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