A detailed history of Advisory Services Network, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Advisory Services Network, LLC holds 12,412 shares of UPST stock, worth $625,813. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,412
Previous 12,550 1.1%
Holding current value
$625,813
Previous $337,000 13.35%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$21.64 - $28.59 $2,986 - $3,945
-138 Reduced 1.1%
12,412 $292,000
Q1 2024

May 06, 2024

SELL
$23.25 - $38.8 $1,790 - $2,987
-77 Reduced 0.61%
12,550 $337,000
Q4 2023

Feb 09, 2024

SELL
$20.87 - $47.31 $761,629 - $1.73 Million
-36,494 Reduced 74.29%
12,627 $515,000
Q3 2023

Nov 14, 2023

BUY
$26.55 - $72.09 $1.3 Million - $3.54 Million
49,121 New
49,121 $1.4 Million
Q1 2023

May 17, 2023

BUY
$12.89 - $23.85 $216,784 - $401,109
16,818 Added 81.47%
37,461 $595,000
Q4 2022

Feb 13, 2023

SELL
$12.25 - $24.9 $281,554 - $572,301
-22,984 Reduced 52.68%
20,643 $272,000
Q3 2022

Nov 14, 2022

BUY
$20.79 - $36.28 $133,949 - $233,752
6,443 Added 17.33%
43,627 $907,000
Q2 2022

Aug 02, 2022

BUY
$28.0 - $113.85 $478,408 - $1.95 Million
17,086 Added 85.01%
37,184 $1.18 Million
Q1 2022

May 23, 2022

BUY
$89.34 - $157.99 $699,085 - $1.24 Million
7,825 Added 63.76%
20,098 $2.19 Million
Q4 2021

Feb 14, 2022

BUY
$131.5 - $390.0 $530,339 - $1.57 Million
4,033 Added 48.94%
12,273 $1.86 Million
Q3 2021

Nov 05, 2021

BUY
$113.09 - $336.34 $207,520 - $617,183
1,835 Added 28.65%
8,240 $2.61 Million
Q2 2021

Aug 12, 2021

BUY
$84.05 - $170.0 $538,340 - $1.09 Million
6,405 New
6,405 $800,000

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 $4.1B
  • 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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