UPST

Upstart Holdings Inc

Latest period2024 - Q4Total superinvestors35

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
New Position
0.01%
$203,208
5,079 shares@ 40.01 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.01%
$270,662
4,396 shares@ 61.58 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.01%
$218,697
3,552 shares@ 61.58 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -16.43%
0.04%
$187,792
3,050 shares@ 61.58 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 19.93%
0.01%
$82,996
1,348 shares@ 61.57 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
0.01%
$61,570
1,000 shares@ 61.57 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Increased 5.56%
0.01%
$26,906
437 shares@ 61.57 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
0.01%
$18,471
300 shares@ 61.57 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
0.01%
$18,471
300 shares@ 61.57 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 60.25%
0.01%
$15,885
258 shares@ 61.57 avg price