A detailed history of Creative Planning transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Creative Planning holds 23,138 shares of UPST stock, worth $1.82 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,138
Previous 26,169 11.58%
Holding current value
$1.82 Million
Previous $617,000 49.92%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$22.9 - $44.11 $69,409 - $133,697
-3,031 Reduced 11.58%
23,138 $925,000
Q2 2024

Aug 15, 2024

SELL
$21.64 - $28.59 $32,070 - $42,370
-1,482 Reduced 5.36%
26,169 $617,000
Q1 2024

May 10, 2024

BUY
$23.25 - $38.8 $19,669 - $32,824
846 Added 3.16%
27,651 $743,000
Q4 2023

Feb 14, 2024

BUY
$20.87 - $47.31 $238,502 - $540,658
11,428 Added 74.32%
26,805 $1.1 Million
Q3 2023

Nov 16, 2023

SELL
$26.55 - $72.09 $7,858 - $21,338
-296 Reduced 1.89%
15,377 $438,000
Q2 2023

Jul 21, 2023

BUY
$12.1 - $37.7 $18,803 - $58,585
1,554 Added 11.01%
15,673 $561,000
Q1 2023

May 15, 2023

BUY
$12.89 - $23.85 $47,796 - $88,435
3,708 Added 35.62%
14,119 $224,000
Q4 2022

Feb 10, 2023

SELL
$12.25 - $24.9 $20,482 - $41,632
-1,672 Reduced 13.84%
10,411 $137,000
Q3 2022

Nov 03, 2022

SELL
$20.79 - $36.28 $19,064 - $33,268
-917 Reduced 7.05%
12,083 $251,000
Q2 2022

Aug 15, 2022

BUY
$28.0 - $113.85 $127,288 - $517,562
4,546 Added 53.77%
13,000 $411,000
Q1 2022

May 16, 2022

BUY
$89.34 - $157.99 $560,608 - $991,387
6,275 Added 287.98%
8,454 $922,000
Q4 2021

Feb 11, 2022

SELL
$131.5 - $390.0 $176,736 - $524,160
-1,344 Reduced 38.15%
2,179 $330,000
Q3 2021

Nov 10, 2021

BUY
$113.09 - $336.34 $79,954 - $237,792
707 Added 25.11%
3,523 $1.12 Million
Q2 2021

Aug 04, 2021

BUY
$84.05 - $170.0 $236,684 - $478,720
2,816 New
2,816 $352,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $6.39B
  • 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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