Carnegie Capital Asset Management, LLC Upstart Holdings, Inc. Transaction History

Carnegie Capital Asset Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$20.87 - $47.31 $1.63 Million - $3.7 Million	78,221 Added 83.8%	171,558 $7.01 Million
Q3 2023 Oct 10, 2023	BUY	$26.55 - $72.09 $2.19 Million - $5.94 Million	82,370 Added 751.07%	93,337 $2.66 Million
Q2 2023 Aug 04, 2023	SELL	$12.1 - $37.7 $729,521 - $2.27 Million	-60,291 Reduced 84.61%	10,967 $392,000
Q1 2023 Apr 19, 2023	SELL	$12.89 - $23.85 $457,633 - $846,746	-35,503 Reduced 33.25%	71,258 $1.13 Million
Q4 2022 Jan 23, 2023	SELL	$12.25 - $24.9 $1.22 Million - $2.47 Million	-99,204 Reduced 48.17%	106,761 $0
Q3 2022 Oct 13, 2022	BUY	$20.79 - $36.28 $427,026 - $745,191	20,540 Added 11.08%	205,965 $4.28 Million
Q2 2022 Aug 02, 2022	BUY	$28.0 - $113.85 $2.69 Million - $10.9 Million	95,955 Added 107.25%	185,425 $5.86 Million
Q2 2022 Jul 13, 2022	SELL	$28.0 - $113.85 $2.63 Million - $10.7 Million	-93,871 Reduced 51.2%	89,470 $11.2 Million
Q1 2022 Apr 11, 2022	BUY	$89.34 - $157.99 $3.42 Million - $6.04 Million	38,246 Added 26.36%	183,341 $20 Million
Q4 2021 Jan 21, 2022	BUY	$131.5 - $390.0 $5.96 Million - $17.7 Million	45,354 Added 45.47%	145,095 $22 Million
Q3 2021 Oct 08, 2021	BUY	$113.09 - $336.34 $1.16 Million - $3.45 Million	10,271 Added 11.48%	99,741 $31.6 Million
Q2 2021 Jul 16, 2021	SELL	$84.05 - $170.0 $155,912 - $315,350	-1,855 Reduced 2.03%	89,470 $11.2 Million
Q1 2021 Apr 12, 2021	BUY	$43.99 - $164.87 $4.02 Million - $15.1 Million	91,325 New	91,325 $11.8 Million

420

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
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.

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