A detailed history of Catalytic Wealth Ria, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 249,474 shares of UPST stock, worth $9.66 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
249,474
Previous 230,072 8.43%
Holding current value
$9.66 Million
Previous $11.7 Billion 6.66%
% of portfolio
0.4%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 30, 2026

BUY
$37.29 - $52.88 $723,500 - $1.03 Million
19,402 Added 8.43%
249,474 $10.9 Billion
Q3 2025

Nov 13, 2025

BUY
$50.8 - $84.13 $11.1 Million - $18.3 Million
217,829 Added 1779.21%
230,072 $11.7 Billion
Q2 2025

Jul 17, 2025

BUY
$34.8 - $64.85 $426,056 - $793,958
12,243 New
12,243 $792 Million

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $3.15B
  • Description
  • Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.
More about UPST
Track This Portfolio

Track Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.