Back to UPST
Perigon Wealth Management, LLC → UPST
Perigon Wealth Management, LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
2
Latest value
$641K
Q3 2026
Peak value
$931K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $931K |
| Q3 2026 | $641K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $641K | 27.9K | — | — |
| Q2 2026 | $931K | 26.3K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M