A detailed history of Capital Advantage, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Capital Advantage, Inc. holds 12,365 shares of UPST stock, worth $286,868. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,365
Previous 12,370 0.04%
Holding current value
$286,868
Previous $505,000 34.26%
% of portfolio
0.07%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$23.25 - $38.8 $116 - $194
-5 Reduced 0.04%
12,365 $332,000
Q4 2023

Jan 22, 2024

BUY
$20.87 - $47.31 $258,161 - $585,224
12,370 New
12,370 $505,000

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 $1.89B
  • 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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