A detailed history of Arete Wealth Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 7,984 shares of UPST stock, worth $414,848. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,984
Holding current value
$414,848
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$34.8 - $64.85 $277,843 - $517,762
7,984 New
7,984 $516,000

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 $4.23B
  • 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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