Falcon Wealth Planning Upstart Holdings, Inc. Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Falcon Wealth Planning holds 31,361 shares of UPST stock, worth $1.57 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,361Holding current value
$1.57 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding UPST
# of Institutions
519Shares Held
63.4MCall Options Held
9.68MPut Options Held
8.53M-
Vanguard Group Inc Valley Forge, PA8.26MShares$415 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$284 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY3.65MShares$183 Million3.71% of portfolio
-
State Street Corp Boston, MA2.08MShares$104 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.01MShares$101 Million0.01% of portfolio
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.