Cassady Schiller Wealth Management, LLC Upstart Holdings, Inc. Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 5,013 shares of UPST stock, worth $241,125. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,013
Previous 5,202
3.63%
Holding current value
$241,125
Previous $208,000
48.08%
% of portfolio
0.11%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding UPST
# of Institutions
475Shares Held
57.1MCall Options Held
14.5MPut Options Held
18.4M-
Vanguard Group Inc Valley Forge, PA7.79MShares$375 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$272 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY3.29MShares$158 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.63MShares$127 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.41MShares$116 Million0.02% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.91B
- 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.