Back to UPST
Prime Capital Investment Advisors, LLC → UPST
Prime Capital Investment Advisors, LLC UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
5
Latest value
$206K
Q3 2026
Peak value
$495K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $495K |
| Q4 2025 | $432K |
| Q1 2026 | $230K |
| Q2 2026 | $317K |
| Q3 2026 | $206K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $206K | 8.9K | — | — |
| Q2 2026 | $317K | 8.9K | — | — |
| Q1 2026 | $230K | 9.0K | — | — |
| Q4 2025 | $432K | 9.9K | — | — |
| Q3 2025 | $495K | 9.7K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M
Other Prime Capital Investment Advisors, LLC positions
ETHA
$710.3MISHARES TR CORE S&P500 ETF
ETHA
$708.4MISHARES TR CORE S&P500 ETF
ETHA
$490MISHARES TR CORE US AGGBD ET
VGES
$393.7MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$387.4MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$381MVANGUARD INDEX FDS MRNGSTR TTL STK
ETHA
$380.2MISHARES TR CORE US AGGBD ET
ETHA
$375.8MISHARES TR CORE US AGGBD ET