TWIN PEAKS WEALTH ADVISORS, LLC
Position in UPST — Upstart Holdings, Inc.
CIK 2006218
BURLINGAME, CA
Position in UPST
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$66,818
-$80,329 QoQ
Shares Held
2,605
+14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPST Over Time
Shares Held
Position Value (USD)
All Filings in UPST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,818 | 2,605 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $147,147 | 2,275 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $213,373 | 5,333 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||