A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 57,791 shares of UPST stock, worth $4.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
57,791
Previous 30,045 92.35%
Holding current value
$4.07 Million
Previous $709,000 226.09%
% of portfolio
0.01%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$22.9 - $44.11 $635,383 - $1.22 Million
27,746 Added 92.35%
57,791 $2.31 Million
Q2 2024

Jul 26, 2024

SELL
$21.64 - $28.59 $51,611 - $68,187
-2,385 Reduced 7.35%
30,045 $709,000
Q1 2024

Apr 24, 2024

BUY
$23.25 - $38.8 $59,450 - $99,211
2,557 Added 8.56%
32,430 $872,000
Q4 2023

Feb 09, 2024

BUY
$20.87 - $47.31 $79,285 - $179,730
3,799 Added 14.57%
29,873 $1.22 Million
Q3 2023

Oct 24, 2023

BUY
$26.55 - $72.09 $45,931 - $124,715
1,730 Added 7.11%
26,074 $744,000
Q2 2023

Jul 13, 2023

SELL
$12.1 - $37.7 $51,521 - $160,526
-4,258 Reduced 14.89%
24,344 $872,000
Q1 2023

May 11, 2023

BUY
$12.89 - $23.85 $72,493 - $134,132
5,624 Added 24.48%
28,602 $454,000
Q4 2022

Feb 08, 2023

SELL
$12.25 - $24.9 $107,506 - $218,522
-8,776 Reduced 27.64%
22,978 $304,000
Q3 2022

Oct 17, 2022

SELL
$20.79 - $36.28 $198,565 - $346,510
-9,551 Reduced 23.12%
31,754 $660,000
Q2 2022

Jul 13, 2022

BUY
$28.0 - $113.85 $26,488 - $107,702
946 Added 2.34%
41,305 $1.31 Million
Q1 2022

May 12, 2022

BUY
$89.34 - $157.99 $393,274 - $695,471
4,402 Added 12.24%
40,359 $4.4 Million
Q4 2021

Feb 03, 2022

BUY
$131.5 - $390.0 $2.77 Million - $8.22 Million
21,084 Added 141.76%
35,957 $5.44 Million
Q3 2021

Nov 02, 2021

BUY
$113.09 - $336.34 $202,204 - $601,375
1,788 Added 13.66%
14,873 $4.71 Million
Q2 2021

Aug 10, 2021

BUY
$84.05 - $170.0 $868,824 - $1.76 Million
10,337 Added 376.16%
13,085 $1.63 Million
Q1 2021

May 07, 2021

BUY
$43.99 - $164.87 $120,884 - $453,062
2,748 New
2,748 $354,000

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 $5.73B
  • 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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