Envestnet Asset Management Inc Upstart Holdings, Inc. Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 33,997 shares of UPST stock, worth $1.62 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,997
Previous 49,670 31.55%
Holding current value
$1.62 Million
Previous $2.29 Million 3.85%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$34.8 - $64.85 $545,420 - $1.02 Million
-15,673 Reduced 31.55%
33,997 $2.2 Million
Q1 2025

Apr 29, 2025
SELL
$46.03 - $88.77 $439,172 - $846,954
-9,541 Reduced 16.11%
49,670 $2.29 Million
Q4 2024

Feb 12, 2025
BUY
$37.78 - $84.46 $182,326 - $407,603
4,826 Added 8.87%
59,211 $3.65 Million
Q3 2024

Nov 06, 2024
BUY
$22.9 - $44.11 $799,622 - $1.54 Million
34,918 Added 179.37%
54,385 $2.18 Million
Q2 2024

Aug 08, 2024
BUY
$21.64 - $28.59 $37,545 - $49,603
1,735 Added 9.78%
19,467 $459,000
Q1 2024

May 13, 2024
SELL
$23.25 - $38.8 $139,104 - $232,140
-5,983 Reduced 25.23%
17,732 $476,000
Q4 2023

Feb 13, 2024
SELL
$20.87 - $47.31 $129,122 - $292,706
-6,187 Reduced 20.69%
23,715 $968,000
Q3 2023

Nov 13, 2023
BUY
$26.55 - $72.09 $277,261 - $752,835
10,443 Added 53.67%
29,902 $853,000
Q2 2023

Aug 04, 2023
BUY
$12.1 - $37.7 $235,453 - $733,604
19,459 New
19,459 $696,000
Q4 2022

Feb 07, 2023
BUY
$12.25 - $24.9 $23,887 - $48,555
1,950 Added 13.26%
16,660 $220,000
Q3 2022

Nov 10, 2022
BUY
$20.79 - $36.28 $33,097 - $57,757
1,592 Added 12.14%
14,710 $306,000
Q2 2022

Aug 03, 2022
BUY
$28.0 - $113.85 $36,596 - $148,801
1,307 Added 11.07%
13,118 $415,000
Q1 2022

May 04, 2022
BUY
$89.34 - $157.99 $884,287 - $1.56 Million
9,898 Added 517.41%
11,811 $1.29 Million
Q4 2021

Feb 04, 2022
SELL
$131.5 - $390.0 $437,106 - $1.3 Million
-3,324 Reduced 63.47%
1,913 $289,000
Q3 2021

Oct 07, 2021
SELL
$113.09 - $336.34 $5.88 Million - $17.5 Million
-51,988 Reduced 90.85%
5,237 $1.66 Million
Q2 2021

Aug 04, 2021
BUY
$84.05 - $170.0 $150,365 - $304,130
1,789 Added 3.23%
57,225 $7.15 Million
Q1 2021

May 04, 2021
BUY
$43.99 - $164.87 $2.07 Million - $7.76 Million
47,041 Added 560.35%
55,436 $7.14 Million
Q4 2020

Feb 02, 2021
BUY
$29.47 - $47.84 $247,400 - $401,616
8,395 New
8,395 $342,000

Others Institutions Holding UPST

# of Institutions
515
Shares Held
63.2M
Call Options Held
9.68M
Put Options Held
8.53M
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 $3.89B
  • 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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