Cwm, LLC Upstart Holdings, Inc. Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Cwm, LLC holds 2,396 shares of UPST stock, worth $120,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,396

Previous 1,393 72.0%

Holding current value

$120,327

Previous $90,000 35.56%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$50.8 - $84.13 $50,952 - $84,382	1,003 Added 72.0%	2,396 $122,000
Q2 2025 Jul 25, 2025	SELL	$34.8 - $64.85 $96,013 - $178,921	-2,759 Reduced 66.45%	1,393 $90,000
Q1 2025 May 01, 2025	BUY	$46.03 - $88.77 $129,666 - $250,065	2,817 Added 211.01%	4,152 $191,000
Q4 2024 Feb 04, 2025	BUY	$37.78 - $84.46 $75 - $168	2 Added 0.15%	1,335 $82,000
Q3 2024 Oct 08, 2024	BUY	$22.9 - $44.11 $7,121 - $13,718	311 Added 30.43%	1,333 $53,000
Q2 2024 Jul 09, 2024	BUY	$21.64 - $28.59 $2,531 - $3,345	117 Added 12.93%	1,022 $24,000
Q1 2024 Apr 05, 2024	SELL	$23.25 - $38.8 $5,254 - $8,768	-226 Reduced 19.98%	905 $24,000
Q4 2023 Feb 01, 2024	SELL	$20.87 - $47.31 $793 - $1,797	-38 Reduced 3.25%	1,131 $46,000
Q3 2023 Oct 11, 2023	BUY	$26.55 - $72.09 $11,204 - $30,421	422 Added 56.49%	1,169 $33,000
Q2 2023 Aug 03, 2023	BUY	$12.1 - $37.7 $895 - $2,789	74 Added 11.0%	747 $27,000
Q1 2023 Apr 28, 2023	BUY	$12.89 - $23.85 $296 - $548	23 Added 3.54%	673 $11,000
Q4 2022 Feb 01, 2023	BUY	$12.25 - $24.9 $4,691 - $9,536	383 Added 143.45%	650 $9,000
Q3 2022 Oct 27, 2022	SELL	$20.79 - $36.28 $8,814 - $15,382	-424 Reduced 61.36%	267 $6,000
Q2 2022 Jul 28, 2022	SELL	$28.0 - $113.85 $84,420 - $343,257	-3,015 Reduced 81.35%	691 $22,000
Q1 2022 Apr 21, 2022	BUY	$89.34 - $157.99 $316,888 - $560,390	3,547 Added 2230.82%	3,706 $404,000
Q4 2021 Jan 31, 2022	BUY	$131.5 - $390.0 $20,908 - $62,010	159 New	159 $24,000

Others Institutions Holding UPST

# of Institutions

517

Shares Held

63.3M

Call Options Held

9.68M

Put Options Held

8.53M

View Full List

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.

More about UPST

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