Concourse Financial Group Securities, Inc. Upstart Holdings, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$1.56 Billion
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$21.64 - $28.59 $86 - $114	-4 Closed	0 $0
Q2 2023 Aug 10, 2023	SELL	$12.1 - $37.7 $1,210 - $3,770	-100 Reduced 96.15%	4 $0
Q4 2022 Jan 30, 2023	SELL	$12.25 - $24.9 $955 - $1,942	-78 Reduced 42.86%	104 $0
Q2 2022 Aug 09, 2022	BUY	$28.0 - $113.85 $1,400 - $5,692	50 Added 37.88%	182 $6,000
Q1 2022 May 09, 2022	SELL	$89.34 - $157.99 $5,092 - $9,005	-57 Reduced 30.16%	132 $14,000
Q4 2021 Feb 07, 2022	BUY	$131.5 - $390.0 $6,969 - $20,670	53 Added 38.97%	189 $29,000
Q3 2021 Nov 09, 2021	BUY	$113.09 - $336.34 $11,987 - $35,652	106 Added 353.33%	136 $43,000
Q2 2021 Aug 13, 2021	BUY	$84.05 - $170.0 $2,521 - $5,100	30 New	30 $3,000
Q1 2021 May 13, 2021	BUY	$43.99 - $164.87 $0 - $0	0 New	0 $0
Q4 2020 Feb 02, 2021	BUY	$29.47 - $47.84 $0 - $0	0 New	0 $0

Others Institutions Holding UPST

# of Institutions

324

Shares Held

39.3M

Call Options Held

6.95M

Put Options Held

8.92M

Vanguard Group Inc Valley Forge, PA

7.3M
Shares

$298 Million
0.0% of portfolio
Black Rock Inc. New York, NY

5.66M
Shares

$232 Million
0.0% of portfolio
State Street Corp Boston, MA

2.26M
Shares

$92.6 Million
0.0% of portfolio
Geode Capital Management, LLC Boston, MA

1.79M
Shares

$73.1 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1.53M
Shares

$62.4 Million
0.01% of portfolio

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $3.33B
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

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