A detailed history of Cresset Asset Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 15,479 shares of UPST stock, worth $602,752. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,479
Previous 9,973 55.21%
Holding current value
$602,752
Previous $268,000 36.19%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$21.64 - $28.59 $119,149 - $157,416
5,506 Added 55.21%
15,479 $365,000
Q1 2024

May 15, 2024

BUY
$23.25 - $38.8 $231,872 - $386,952
9,973 New
9,973 $268,000
Q4 2021

Feb 10, 2022

SELL
$131.5 - $390.0 $117,824 - $349,440
-896 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$113.09 - $336.34 $101,328 - $301,360
896 New
896 $283,000

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 $3.17B
  • 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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