Back to UPST

Gemmer Asset Management LLC → UPST

Gemmer Asset Management LLC UPST Position History

Upstart Holdings, Inc. • Financial Services

Quarters held
4
Latest value
$683K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$651K
Q2 2026$1.1M
Q3 2026$683K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$683K29.7K——
Q2 2026$1.1M29.7K——
Q1 2026$651K25.4K——
Q4 2025$1.1M24.0K——

Other funds holding UPST

Other Gemmer Asset Management LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$170.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$170.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$150.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$143M
SCHW-PJ

SCHWAB STRATEGIC TR

$118.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$117.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$111.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$109.1M