Keeler & Nadler Financial Planning & Wealth Management Upstart Holdings, Inc. Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Oct 03, 2024	SELL	$23.25 - $38.8 $166,167 - $277,303	-7,147 Closed	0 $0
Q4 2023 Oct 03, 2024	BUY	$20.87 - $47.31 $149,157 - $338,124	7,147 New	7,147 $292 Million

Others Institutions Holding UPST

# of Institutions

325

Shares Held

39.2M

Call Options Held

6.95M

Put Options Held

8.92M

Vanguard Group Inc Valley Forge, PA

7.3M
Shares

$284 Million
0.0% of portfolio
Black Rock Inc. New York, NY

5.66M
Shares

$221 Million
0.0% of portfolio
State Street Corp Boston, MA

2.26M
Shares

$88.1 Million
0.0% of portfolio
Geode Capital Management, LLC Boston, MA

1.79M
Shares

$69.6 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1.53M
Shares

$59.4 Million
0.01% of portfolio

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $3.17B
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

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