First Trust Advisors LP Upstart Holdings, Inc. Transaction History

First Trust Advisors LP

$118 Billion
Q2 2025

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 244,409 shares of UPST stock, worth $15.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

244,409

Previous 141,161 73.14%

Holding current value

$15.5 Million

Previous $6.5 Million 143.31%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$34.8 - $64.85 $3.59 Million - $6.7 Million	103,248 Added 73.14%	244,409 $15.8 Million
Q1 2025 May 14, 2025	BUY	$46.03 - $88.77 $362,670 - $699,418	7,879 Added 5.91%	141,161 $6.5 Million
Q4 2024 Feb 13, 2025	SELL	$37.78 - $84.46 $2.56 Million - $5.73 Million	-67,821 Reduced 33.72%	133,282 $8.21 Million
Q3 2024 Nov 13, 2024	SELL	$22.9 - $44.11 $3.89 Million - $7.5 Million	-169,999 Reduced 45.81%	201,103 $8.05 Million
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

# of Institutions

508

Shares Held

62.6M

Call Options Held

9.68M

Put Options Held

8.53M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $5.16B
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.

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First Trust Advisors LP Upstart Holdings, Inc. Transaction History