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COMMONWEALTH EQUITY SERVICES, LLC → UPST
COMMONWEALTH EQUITY SERVICES, LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $1.4M |
| Q2 2026 | $2.1M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 55.3K | — | — |
| Q2 2026 | $2.1M | 58.1K | — | — |
| Q1 2026 | $1.4M | 54.2K | — | — |
| Q4 2025 | $2.3M | 52.4K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M