Commonwealth Equity Services, LLC Upstart Holdings, Inc. Transaction History

Commonwealth Equity Services, LLC

$77.2 Billion
Q3 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 65,298 shares of UPST stock, worth $3.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

65,298

Previous 58,233 12.13%

Holding current value

$3.28 Million

Previous $3.77 Million 11.92%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$50.8 - $84.13 $358,902 - $594,378	7,065 Added 12.13%	65,298 $3.32 Million
Q2 2025 Aug 06, 2025	BUY	$34.8 - $64.85 $371,663 - $692,597	10,680 Added 22.46%	58,233 $3.77 Million
Q1 2025 May 09, 2025	BUY	$46.03 - $88.77 $182,923 - $352,771	3,974 Added 9.12%	47,553 $2.19 Million
Q4 2024 Feb 10, 2025	BUY	$37.78 - $84.46 $116,853 - $261,234	3,093 Added 7.64%	43,579 $2.68 Million
Q3 2024 Oct 18, 2024	SELL	$22.9 - $44.11 $112,232 - $216,183	-4,901 Reduced 10.8%	40,486 $1.62 Million
Q2 2024 Jul 31, 2024	BUY	$21.64 - $28.59 $85,326 - $112,730	3,943 Added 9.51%	45,387 $1.07 Million
Q1 2024 Apr 29, 2024	SELL	$23.25 - $38.8 $133,571 - $222,905	-5,745 Reduced 12.17%	41,444 $1.11 Million
Q4 2023 Feb 06, 2024	BUY	$20.87 - $47.31 $57,809 - $131,048	2,770 Added 6.24%	47,189 $1.93 Million
Q3 2023 Oct 23, 2023	SELL	$26.55 - $72.09 $2,469 - $6,704	-93 Reduced 0.21%	44,419 $1.27 Million
Q2 2023 Aug 10, 2023	SELL	$12.1 - $37.7 $75,431 - $235,021	-6,234 Reduced 12.28%	44,512 $1.59 Million
Q1 2023 May 11, 2023	SELL	$12.89 - $23.85 $86,337 - $159,747	-6,698 Reduced 11.66%	50,746 $806,000
Q4 2022 Feb 07, 2023	SELL	$12.25 - $24.9 $852,073 - $1.73 Million	-69,557 Reduced 54.77%	57,444 $759,000
Q3 2022 Nov 14, 2022	SELL	$20.79 - $36.28 $172,640 - $301,269	-8,304 Reduced 6.14%	127,001 $2.64 Million
Q2 2022 Jul 19, 2022	BUY	$28.0 - $113.85 $871,444 - $3.54 Million	31,123 Added 29.87%	135,305 $4.28 Million
Q1 2022 May 04, 2022	BUY	$89.34 - $157.99 $6.08 Million - $10.8 Million	68,098 Added 188.72%	104,182 $11.4 Million
Q4 2021 Jan 31, 2022	BUY	$131.5 - $390.0 $970,733 - $2.88 Million	7,382 Added 25.72%	36,084 $5.46 Million
Q3 2021 Oct 29, 2021	BUY	$113.09 - $336.34 $1.41 Million - $4.19 Million	12,460 Added 76.71%	28,702 $9.08 Million
Q2 2021 Aug 11, 2021	BUY	$84.05 - $170.0 $998,514 - $2.02 Million	11,880 Added 272.35%	16,242 $2.03 Million
Q1 2021 May 04, 2021	BUY	$43.99 - $164.87 $191,884 - $719,162	4,362 New	4,362 $562,000

Others Institutions Holding UPST

# of Institutions

516

Shares Held

63.3M

Call Options Held

9.68M

Put Options Held

8.53M

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About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $4.09B
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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Commonwealth Equity Services, LLC Upstart Holdings, Inc. Transaction History