A detailed history of Capital Advisors, Ltd. LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 3 shares of UPST stock, worth $205. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Holding current value
$205
% of portfolio
0.0%

Shares

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

Oct 24, 2024

BUY
$22.9 - $44.11 $68 - $132
3 New
3 $0
Q3 2022

Nov 09, 2022

SELL
$20.79 - $36.28 $228 - $399
-11 Reduced 73.33%
4 $0
Q2 2022

Aug 05, 2022

BUY
$28.0 - $113.85 $420 - $1,707
15 New
15 $0
Q1 2022

May 09, 2022

SELL
$89.34 - $157.99 $89 - $157
-1 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$131.5 - $390.0 $131 - $390
1 New
1 $0

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
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.