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 $52,582. This represents 0.0% of its overall portfolio holdings.

Number of Shares
710
Previous 689 3.05%
Holding current value
$52,582
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 $6.02B
  • 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
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.