Edmonds Duncan Registered Investment Advisors, LLC Upstart Holdings, Inc. Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

  • $446 Million
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 20, 2022
SELL
$28.0 - $113.85 $57,064 - $232,026
-2,038 Closed
0 $0
Q1 2022

Apr 12, 2022
SELL
$89.34 - $157.99 $18,493 - $32,703
-207 Reduced 9.22%
2,038 $222,000
Q4 2021

Jan 27, 2022
BUY
$131.5 - $390.0 $43,526 - $129,090
331 Added 17.29%
2,245 $238,000
Q3 2021

Oct 19, 2021
BUY
$113.09 - $336.34 $9,273 - $27,579
82 Added 4.48%
1,914 $606,000
Q2 2021

Jul 27, 2021
BUY
$84.05 - $170.0 $153,979 - $311,440
1,832 New
1,832 $229,000

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.

UPST Quotes by TradingView
  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $5.56B
  • 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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