A detailed history of Farther Finance Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 710 shares of UPST stock, worth $48,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares
710
Previous 689 3.05%
Holding current value
$48,265
Previous $15.8 Million 80.16%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$22.9 - $44.11 $480 - $926
21 Added 3.05%
710 $28.4 Million
Q2 2024

Jul 31, 2024

SELL
$21.64 - $28.59 $13,157 - $17,382
-608 Reduced 46.88%
689 $15.8 Million
Q1 2024

May 13, 2024

BUY
$23.25 - $38.8 $21,645 - $36,122
931 Added 254.37%
1,297 $34.3 Million
Q4 2023

Feb 14, 2024

BUY
$20.87 - $47.31 $13,962 - $31,650
669 Added 146.71%
1,125 $46 Million
Q3 2023

Nov 13, 2023

BUY
$26.55 - $72.09 $2,389 - $6,488
90 Added 24.59%
456 $13 Million
Q2 2023

May 13, 2024

BUY
$12.1 - $37.7 $2,722 - $8,482
225 Added 159.57%
366 $13.1 Million
Q2 2023

Sep 12, 2023

BUY
$12.1 - $37.7 $2,722 - $8,482
225 Added 159.57%
366 $13.1 Million
Q1 2023

May 13, 2024

SELL
$12.89 - $23.85 $12,683 - $23,468
-984 Reduced 87.47%
141 $2.24 Million
Q1 2023

Sep 12, 2023

SELL
$12.89 - $23.85 $167 - $310
-13 Reduced 8.44%
141 $2.24 Million
Q4 2022

Sep 11, 2023

BUY
$12.25 - $24.9 $1,886 - $3,834
154 New
154 $2.04 Million

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 $5.53B
  • 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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