Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overview All 13F holders of UPST Full Q2 2026 holdings

Shares (Q2 2026): 8,418
Value: $298.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of UPST by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,418	$298.3K	<0.1%	+17+0.2%	Added	Holders
Q1 2026	8,401	$215.5K	<0.1%	−300−3.4%	Reduced	Holders
Q4 2025	8,701	$380.5K	<0.1%	+8,701	New	Holders