Ownership history in SUMMIT SECURITIES GROUP LLC · 13 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in UPSTART HLDGS INC (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 101 | -199,899 | -99.9% | 0.00% | $5K | $50.80 |
| 2023 Q2 | UNCHANGED | 200,000 | — | 0% | 0.93% | $7.2M | $35.81 |
| 2023 Q1 | ADDED | 200,000 | +192,300 | +2497.4% | 0.26% | $3.2M | $15.89 |
| 2022 Q2 | ADDED | 7,700 | +1,300 | +20.3% | 0.03% | $243K | $31.62 |
| 2022 Q2 | ADDED | 6,400 | +4,400 | +220.0% | 0.03% | $202K | $31.62 |
| 2021 Q4 | REDUCED | 2,000 | -500 | -20.0% | 0.01% | $303K | $151.30 |
| 2021 Q4 | ADDED | 2,500 | +2,490 | +24900.0% | 0.02% | $378K | $151.30 |
| 2021 Q3 | REDUCED | 10 | -35 | -77.8% | 0.02% | $316K | $316.44 |
| 2021 Q3 | REDUCED | 45 | -8,455 | -99.5% | 0.11% | $1.4M | $316.44 |
| 2021 Q3 | ADDED | 8,500 | +8,385 | +7291.3% | 0.21% | $2.7M | $316.44 |
As of 2025 Q4 — sorted by position size