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

Commonwealth Equity Services, LLC

$66 Billion
Q3 2024

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 40,486 shares of UPST stock, worth $3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

40,486

Previous 45,387 10.8%

Holding current value

$3 Million

Previous $1.07 Million 51.26%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

420

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
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.

More about UPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Account

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