CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- Latest filing
- Feb 12, 2026
UPST holding history
Upstart Holdings, Inc. in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UPST overviewAll 13F holders of UPSTFull Q4 2025 holdings
- Shares (Q4 2025)
- 31
- Value
- $1.36K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 31 | $1.36K | <0.1% | +24+342.9% | Added | Holders |
| Q3 2025 | 7 | $356 | <0.1% | −5,000−99.9% | Reduced | Holders |
| Q2 2025 | 5,007 | $323.9K | <0.1% | +4,903+4,714.4% | Added | Holders |
| Q1 2025 | 104 | $3.73K | <0.1% | +4+4.0% | Added | Holders |
| Q4 2024 | 100 | $5.92K | <0.1% | −45−31.0% | Reduced | Holders |
| Q3 2024 | 145 | $5.80K | <0.1% | −9−5.8% | Reduced | Holders |
| Q2 2024 | 154 | $3.58K | <0.1% | +54+54.0% | Added | Holders |
| Q1 2024 | 100 | $2.64K | <0.1% | +100 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −909−100.0% | Sold out | Holders |
| Q1 2022 | 909 | $99.0K | <0.1% | +909 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −1,771−100.0% | Sold out | Holders |
| Q2 2021 | 1,771 | $221.0K | <0.1% | +1,771 | New | Holders |