Back to UPST
Westside Investment Management, Inc. → UPST
Westside Investment Management, Inc. UPST Position History
Upstart Holdings, Inc. • Financial Services
Quarters held
10
Latest value
$36K
Q3 2026
Peak value
$83K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $69K |
| Q3 2025 | $83K |
| Q4 2025 | $39K |
| Q4 2025 | $73K |
| Q1 2026 | $23K |
| Q1 2026 | $41K |
| Q2 2026 | $30K |
| Q2 2026 | $57K |
| Q3 2026 | $18K |
| Q3 2026 | $36K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36K | 1.6K | — | — |
| Q3 2026 | $18K | 800 | — | — |
| Q2 2026 | $57K | 1.6K | — | — |
| Q2 2026 | $30K | 850 | — | — |
| Q1 2026 | $41K | 1.6K | — | — |
| Q1 2026 | $23K | 900 | — | — |
| Q4 2025 | $73K | 1.6K | — | — |
| Q4 2025 | $39K | 900 | — | — |
| Q3 2025 | $83K | 1.6K | — | — |
| Q3 2025 | $69K | 1.4K | — | — |
Other funds holding UPST
$200.3M
$167.5M
$135.8M
$92.6M
$88.2M
$76.6M
$75.1M