Cassady Schiller Wealth Management, LLC Upstart Holdings, Inc. Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 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 5,202 shares of UPST stock, worth $408,409. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,202
Previous 4,193
24.06%
Holding current value
$408,409
Previous $98,000
112.24%
% of portfolio
0.08%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding UPST
# of Institutions
421Shares Held
49.9MCall Options Held
10.6MPut Options Held
11.7M-
Vanguard Group Inc Valley Forge, PA7.42MShares$583 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$445 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.31MShares$182 Million0.09% of portfolio
-
State Street Corp Boston, MA2.27MShares$178 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1.91MShares$150 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $6.39B
- 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.