Coastal Bridge Advisors, LLC Upstart Holdings, Inc. Transaction History
Coastal Bridge Advisors, LLC
- $1.1 Billion
- Q2 2025
A detailed history of Coastal Bridge Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 38,467 shares of UPST stock, worth $2 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
38,467
Previous 36,370
5.77%
Holding current value
$2 Million
Previous $1.67 Million
48.63%
% of portfolio
0.23%
Previous 0.5%
Shares
7 transactions
Others Institutions Holding UPST
# of Institutions
510Shares Held
62.8MCall Options Held
9.68MPut Options Held
8.53M-
Vanguard Group Inc Valley Forge, PA8.26MShares$429 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$294 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY3.65MShares$190 Million3.71% of portfolio
-
State Street Corp Boston, MA2.08MShares$108 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.01MShares$104 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 $4.23B
- 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.