Back to UPST
Heritage Family Offices, LLP → UPST
Heritage Family Offices, LLP UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
1
Latest value
$14K
Q3 2026
Peak value
$14K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 621 | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M