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Livermore
Livermore
ZHEN

Advisory Services Network, LLC

SEC CIK
0001573876
Latest filing
Aug 12, 2026

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Advisory Services Network, 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 Q2 2026 holdings

Shares (Q2 2026)
4,775
Value
$169.2K
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of UPST by Advisory Services Network, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,775$169.2K<0.1%+121+2.6%AddedHolders
Q1 20264,654$119.4K<0.1%−553−10.6%ReducedHolders
Q4 20255,207$227.7K<0.1%−268−4.9%ReducedHolders
Q3 20255,475$278.1K<0.1%+76+1.4%AddedHolders
Q2 20255,399$441.3K<0.1%+272+5.3%AddedHolders
Q1 20255,127$236.0K<0.1%+573+12.6%AddedHolders
Q4 20244,554$280.4K<0.1%−7,858−63.3%ReducedHolders
Q3 202412,412$292.8K<0.1%00.0%UnchangedHolders
Q2 202412,412$292.8K<0.1%−138−1.1%ReducedHolders
Q1 202412,550$337.5K<0.1%−77−0.6%ReducedHolders
Q4 202312,627$515.9K<0.1%−36,494−74.3%ReducedHolders
Q3 202349,121$1.40M<0.1%+49,121NewHolders
Q2 20230$00.0%−37,461−100.0%Sold outHolders
Q1 202337,461$595.2K<0.1%+16,818+81.5%AddedHolders
Q4 202220,643$272.9K<0.1%−22,984−52.7%ReducedHolders
Q3 202243,627$907.0K<0.1%+6,443+17.3%AddedHolders
Q2 202237,184$1.18M<0.1%+17,086+85.0%AddedHolders
Q1 202220,098$2.19M0.1%+7,825+63.8%AddedHolders
Q4 202112,273$1.86M0.1%+4,033+48.9%AddedHolders
Q3 20218,240$2.61M0.1%+1,835+28.6%AddedHolders
Q2 20216,405$800.0K<0.1%+6,405NewHolders