Geode Capital Management, LLC Upstart Holdings, Inc. Transaction History

Geode Capital Management, LLC

$1.07 Trillion
Q1 2024

A detailed history of Geode Capital Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Geode Capital Management, LLC holds 1,667,029 shares of UPST stock, worth $39.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,667,029

Previous 1,603,464 3.96%

Holding current value

$39.3 Million

Previous $65.5 Million 31.58%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$23.25 - $38.8 $1.48 Million - $2.47 Million	63,565 Added 3.96%	1,667,029 $44.8 Million
Q4 2023 Feb 13, 2024	BUY	$20.87 - $47.31 $2.12 Million - $4.81 Million	101,638 Added 6.77%	1,603,464 $65.5 Million
Q3 2023 Nov 13, 2023	BUY	$26.55 - $72.09 $1.73 Million - $4.7 Million	65,249 Added 4.54%	1,501,826 $42.9 Million
Q2 2023 Aug 11, 2023	BUY	$12.1 - $37.7 $4.93 Million - $15.4 Million	407,395 Added 39.58%	1,436,577 $51.4 Million
Q1 2023 May 15, 2023	BUY	$12.89 - $23.85 $553,496 - $1.02 Million	42,940 Added 4.35%	1,029,182 $16.4 Million

Q4 2022 Feb 13, 2023	BUY	$12.25 - $24.9 $556,762 - $1.13 Million	45,450 Added 4.83%	986,242 $13 Million
Q3 2022 Nov 14, 2022	BUY	$20.79 - $36.28 $3.18 Million - $5.55 Million	152,993 Added 19.42%	940,792 $19.6 Million
Q2 2022 Aug 12, 2022	BUY	$28.0 - $113.85 $2.94 Million - $11.9 Million	104,939 Added 15.37%	787,799 $24.9 Million
Q1 2022 May 13, 2022	BUY	$89.34 - $157.99 $1.71 Million - $3.03 Million	19,183 Added 2.89%	682,860 $74.4 Million
Q4 2021 Feb 11, 2022	BUY	$131.5 - $390.0 $8.68 Million - $25.7 Million	65,978 Added 11.04%	663,677 $100 Million
Q3 2021 Nov 12, 2021	BUY	$113.09 - $336.34 $41.1 Million - $122 Million	363,573 Added 155.29%	597,699 $189 Million
Q2 2021 Aug 13, 2021	BUY	$84.05 - $170.0 $2.97 Million - $6 Million	35,309 Added 17.76%	234,126 $29.2 Million
Q1 2021 May 12, 2021	BUY	$43.99 - $164.87 $6.51 Million - $24.4 Million	148,032 Added 291.49%	198,817 $25.6 Million
Q4 2020 Feb 12, 2021	BUY	$29.47 - $47.84 $1.5 Million - $2.43 Million	50,785 New	50,785 $2.07 Million

Others Institutions Holding UPST

# of Institutions

328

Shares Held

37.9M

Call Options Held

8.46M

Put Options Held

9.77M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $1.92B
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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Geode Capital Management, LLC Upstart Holdings, Inc. Transaction History