Upstart Holdings Inc
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 35 superinvestors own shares of Upstart Holdings Inc (UPST), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Upstart Holdings Inc (UPST), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Upstart Holdings Inc (UPST) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Upstart Holdings Inc (UPST) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $907,000 14,725 shares@ 61.6 avg price | Increased 0.22% |
Stephanie Nee@Harbor Capital Advisors, Inc.
| 0.04% | $722,000 11,721 shares@ 61.6 avg price | Increased 12.51% |
Lorraine Wang@Gamma Investing Llc
| 0.01% | $82,996 1,348 shares@ 61.57 avg price | Increased 19.93% |
Drew Phillips@Fortitude Family Office, Llc
| 0.01% | $26,906 437 shares@ 61.57 avg price | Increased 5.56% |
Brandon Yee@Versant Capital Management, Inc
| 0.01% | $15,885 258 shares@ 61.57 avg price | Increased 60.25% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $10,282 167 shares@ 61.57 avg price | Increased 2285.72% |