UPST β€” UPSTART HOLDINGS

Ownership history in Wiser Advisor Group LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group 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 β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    UPST price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 50 β€” 0% 0.00% $3K $50.80
2025 Q1 INITIATED 50 β€” β€” 0.00% $2K $46.03

🏒 Other funds also holding UPST

As of 2025 Q4 β€” 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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