A detailed history of Capital Advantage, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Capital Advantage, Inc. holds 119,121 shares of UPST stock, worth $8.15 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
119,121
Previous 14,246 736.17%
Holding current value
$8.15 Million
Previous $336,000 1318.45%
% of portfolio
0.92%
Previous 0.07%

Shares

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

Nov 07, 2024

BUY
$22.9 - $44.11 $2.4 Million - $4.63 Million
104,875 Added 736.17%
119,121 $4.77 Million
Q2 2024

Jul 11, 2024

BUY
$21.64 - $28.59 $40,704 - $53,777
1,881 Added 15.21%
14,246 $336,000
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 $5.56B
  • 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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