A detailed history of Advisor Net Financial, Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Advisor Net Financial, Inc holds 5,165 shares of UPST stock, worth $328,080. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,165
Previous 5,165 -0.0%
Holding current value
$328,080
Previous $121,000 70.25%
% of portfolio
0.02%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024

BUY
$20.87 - $47.31 $20,870 - $47,310
1,000 Added 24.01%
5,165 $211,000
Q3 2023

Oct 12, 2023

BUY
$26.55 - $72.09 $26,550 - $72,090
1,000 Added 31.6%
4,165 $118,000
Q2 2023

Jul 14, 2023

SELL
$12.1 - $37.7 $266 - $829
-22 Reduced 0.69%
3,165 $113,000
Q4 2022

Jan 13, 2023

SELL
$12.25 - $24.9 $5,573 - $11,329
-455 Reduced 12.49%
3,187 $0
Q3 2022

Oct 04, 2022

BUY
$20.79 - $36.28 $18,607 - $32,470
895 Added 32.58%
3,642 $76,000
Q2 2022

Jul 07, 2022

BUY
$28.0 - $113.85 $47,040 - $191,268
1,680 Added 157.45%
2,747 $87,000
Q1 2022

Apr 14, 2022

BUY
$89.34 - $157.99 $93,985 - $166,205
1,052 Added 7013.33%
1,067 $116,000
Q4 2021

Jan 19, 2022

BUY
$131.5 - $390.0 $1,972 - $5,850
15 New
15 $2,000

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 $5.17B
  • 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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