Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Creative Planning, 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 Q2 2026 holdings

Shares (Q2 2026)
88,554
Value
$3.14M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of UPST by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688,554$3.14M<0.1%+34,640+64.3%AddedHolders
Q1 202653,914$1.38M<0.1%+8,524+18.8%AddedHolders
Q4 202545,390$1.98M<0.1%+17,435+62.4%AddedHolders
Q3 202527,955$1.42M<0.1%+8,374+42.8%AddedHolders
Q2 202519,581$1.27M<0.1%−11,667−37.3%ReducedHolders
Q1 202531,248$1.44M<0.1%+13,316+74.3%AddedHolders
Q4 202417,932$1.10M<0.1%−5,206−22.5%ReducedHolders
Q3 202423,138$925.7K<0.1%−3,031−11.6%ReducedHolders
Q2 202426,169$617.3K<0.1%−1,482−5.4%ReducedHolders
Q1 202427,651$743.5K<0.1%+846+3.2%AddedHolders
Q4 202326,805$1.10M<0.1%+11,428+74.3%AddedHolders
Q3 202315,377$438.9K<0.1%−296−1.9%ReducedHolders
Q2 202315,673$561.3K<0.1%+1,554+11.0%AddedHolders
Q1 202314,119$224.4K<0.1%+3,708+35.6%AddedHolders
Q4 202210,411$137.6K<0.1%−1,672−13.8%ReducedHolders
Q3 202212,083$251.0K<0.1%−917−7.1%ReducedHolders
Q2 202213,000$411.0K<0.1%+4,546+53.8%AddedHolders
Q1 20228,454$922.0K<0.1%+6,275+288.0%AddedHolders
Q4 20212,179$330.0K<0.1%−1,344−38.1%ReducedHolders
Q3 20213,523$1.11M<0.1%+707+25.1%AddedHolders
Q2 20212,816$352.0K<0.1%+2,816NewHolders