Cary Street Partners Investment Advisory LLC Upstart Holdings, Inc. Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$26.55 - $72.09 $132 - $360	5 New	5 $0
Q4 2022 Feb 14, 2023	BUY	$12.25 - $24.9 $208 - $423	17 New	17 $0

Others Institutions Holding UPST

# of Institutions

421

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

Vanguard Group Inc Valley Forge, PA

7.42M
Shares

$623 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5.66M
Shares

$475 Million
0.0% of portfolio
D. E. Shaw & Co., Inc. New York, NY

2.31M
Shares

$194 Million
0.09% of portfolio
State Street Corp Boston, MA

2.27M
Shares

$190 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1.91M
Shares

$160 Million
0.01% of portfolio

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.83B
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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