Private Wealth Management Group, LLC Upstart Holdings, Inc. Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 39 shares of UPST stock, worth $1,894. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$1,894
Previous $1.8 Million
40.48%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UPST
# of Institutions
513Shares Held
63MCall Options Held
9.68MPut Options Held
8.53M-
Vanguard Group Inc Valley Forge, PA8.26MShares$401 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$275 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY3.65MShares$178 Million3.71% of portfolio
-
State Street Corp Boston, MA2.08MShares$101 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.01MShares$97.6 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.95B
- 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.