UPST UPSTART HLDGS INC

Ownership history in Virtu Financial LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Virtu Financial 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.

Peak position
0.53% (2021 Q2)
Avg. % of fund
0.18%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 170,211 +154,973 +1017.0% 0.48% $8.6M $50.80
2025 Q1 ADDED 15,238 +7,343 +93.0% 0.04% $701K $46.03
2024 Q4 REDUCED 7,895 -8,562 -52.0% 0.03% $486K $61.57
2023 Q3 REDUCED 16,457 -20,448 -55.4% 0.05% $470K $28.54
2022 Q4 REDUCED 36,905 -1,022 -2.7% 0.06% $488K $13.22
2022 Q2 ADDED 37,927 +12,899 +51.5% 0.10% $1.2M $31.62
2022 Q1 ADDED 25,028 +9,852 +64.9% 0.20% $2.7M $109.09
2021 Q4 ADDED 15,176 +12,727 +519.7% 0.23% $2.3M $151.30
2021 Q3 REDUCED 2,449 -40,819 -94.3% 0.07% $775K $316.44
2021 Q2 INITIATED 43,268 0.53% $5.4M $124.90
% of Fund (quarterly)    UPST price (monthly, adj. close)
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