Congress Holdings

Most held

UPST

Upstart Holdings, Inc. - Common stock

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Tony Wied WI-8 Joint Brokerage Account ⇒ Upstart Holdings, Inc. - Common stock (UPST) ST $100,001 - $250,000 May 15, 2026
filing 10076758, p. 6
Tony Wied WI-8 Member IRA ⇒ Upstart Holdings, Inc. - Common stock (UPST) ST $1,001 - $15,000 May 15, 2026
filing 10076758, p. 8

How the count is made: see Most held.