A detailed history of First Trust Advisors LP transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 371,102 shares of UPST stock, worth $18.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
371,102
Previous 458,697 19.1%
Holding current value
$18.7 Million
Previous $12.3 Million 29.03%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$21.64 - $28.59 $1.9 Million - $2.5 Million
-87,595 Reduced 19.1%
371,102 $8.75 Million
Q1 2024

May 13, 2024

BUY
$23.25 - $38.8 $3.36 Million - $5.61 Million
144,526 Added 46.0%
458,697 $12.3 Million
Q4 2023

Feb 13, 2024

BUY
$20.87 - $47.31 $1.65 Million - $3.73 Million
78,863 Added 33.51%
314,171 $12.8 Million
Q3 2023

Nov 13, 2023

BUY
$26.55 - $72.09 $6.25 Million - $17 Million
235,308 New
235,308 $6.72 Million
Q1 2023

May 15, 2023

SELL
$12.89 - $23.85 $1.99 Million - $3.69 Million
-154,518 Reduced 87.33%
22,420 $356,000
Q4 2022

Feb 09, 2023

BUY
$12.25 - $24.9 $754,783 - $1.53 Million
61,615 Added 53.43%
176,938 $2.34 Million
Q3 2022

Nov 14, 2022

BUY
$20.79 - $36.28 $2.4 Million - $4.18 Million
115,323 New
115,323 $2.4 Million
Q2 2022

Aug 12, 2022

SELL
$28.0 - $113.85 $1.69 Million - $6.87 Million
-60,338 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$89.34 - $157.99 $68,166 - $120,546
763 Added 1.28%
60,338 $6.58 Million
Q4 2021

Feb 08, 2022

SELL
$131.5 - $390.0 $3.73 Million - $11.1 Million
-28,346 Reduced 32.24%
59,575 $9.01 Million
Q3 2021

Nov 15, 2021

BUY
$113.09 - $336.34 $5.46 Million - $16.2 Million
48,284 Added 121.82%
87,921 $27.8 Million
Q2 2021

Aug 16, 2021

BUY
$84.05 - $170.0 $3.33 Million - $6.74 Million
39,637 New
39,637 $4.95 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 $4.1B
  • 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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