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Creative Planning UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
8
Latest value
$917K
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $39K |
| Q3 2025 | $1.4M |
| Q4 2025 | $2M |
| Q1 2026 | $1.4M |
| Q2 2026 | $49K |
| Q2 2026 | $3.1M |
| Q3 2026 | $3K |
| Q3 2026 | $917K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $917K | 39.9K | — | — |
| Q3 2026 | $3K | 117 | — | — |
| Q2 2026 | $3.1M | 87.2K | — | — |
| Q2 2026 | $49K | 1.4K | — | — |
| Q1 2026 | $1.4M | 53.9K | — | — |
| Q4 2025 | $2M | 45.4K | — | — |
| Q3 2025 | $1.4M | 27.2K | — | — |
| Q3 2025 | $39K | 774 | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M