Charles Schwab Investment Management Inc Upstart Holdings, Inc. Transaction History

Charles Schwab Investment Management Inc

$527 Billion
Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 657,118 shares of UPST stock, worth $40.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

657,118

Previous 642,876 2.22%

Holding current value

$40.5 Million

Previous $25.7 Million 57.3%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$37.78 - $84.46 $538,062 - $1.2 Million	14,242 Added 2.22%	657,118 $40.5 Million
Q3 2024 Nov 12, 2024	BUY	$22.9 - $44.11 $733,990 - $1.41 Million	32,052 Added 5.25%	642,876 $25.7 Million
Q2 2024 Aug 12, 2024	BUY	$21.64 - $28.59 $610,724 - $806,866	28,222 Added 4.84%	610,824 $14.4 Million
Q1 2024 May 08, 2024	BUY	$23.25 - $38.8 $219,154 - $365,728	9,426 Added 1.64%	582,602 $15.7 Million
Q4 2023 Feb 06, 2024	BUY	$20.87 - $47.31 $364,452 - $826,174	17,463 Added 3.14%	573,176 $23.4 Million
Q3 2023 Nov 08, 2023	BUY	$26.55 - $72.09 $566,683 - $1.54 Million	21,344 Added 3.99%	555,713 $15.9 Million
Q2 2023 Aug 09, 2023	BUY	$12.1 - $37.7 $1.94 Million - $6.05 Million	160,470 Added 42.92%	534,369 $19.1 Million
Q1 2023 May 11, 2023	BUY	$12.89 - $23.85 $28,731 - $53,161	2,229 Added 0.6%	373,899 $5.94 Million
Q4 2022 Feb 13, 2023	BUY	$12.25 - $24.9 $104,174 - $211,749	8,504 Added 2.34%	371,670 $4.91 Million
Q3 2022 Nov 14, 2022	BUY	$20.79 - $36.28 $1.54 Million - $2.68 Million	73,942 Added 25.57%	363,166 $7.55 Million
Q2 2022 Aug 15, 2022	BUY	$28.0 - $113.85 $538,048 - $2.19 Million	19,216 Added 7.12%	289,224 $9.15 Million
Q1 2022 May 13, 2022	BUY	$89.34 - $157.99 $532,466 - $941,620	5,960 Added 2.26%	270,008 $29.5 Million
Q4 2021 Feb 11, 2022	BUY	$131.5 - $390.0 $2.87 Million - $8.51 Million	21,823 Added 9.01%	264,048 $40 Million
Q3 2021 Nov 16, 2021	BUY	$113.09 - $336.34 $13.9 Million - $41.5 Million	123,345 Added 103.76%	242,225 $76.7 Million
Q2 2021 Aug 16, 2021	BUY	$84.05 - $170.0 $2.85 Million - $5.76 Million	33,896 Added 39.89%	118,880 $14.8 Million
Q1 2021 May 17, 2021	BUY	$43.99 - $164.87 $3.74 Million - $14 Million	84,984 New	84,984 $11 Million

Others Institutions Holding UPST

# of Institutions

477

Shares Held

57.1M

Call Options Held

14.5M

Put Options Held

18.4M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $5.02B
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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Charles Schwab Investment Management Inc Upstart Holdings, Inc. Transaction History