Gerber Kawasaki Wealth & Investment Management Upstart Holdings, Inc. Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	BUY	$28.0 - $113.85 $82,964 - $337,337	2,963 Added 56.52%	8,205 $259,000
Q1 2022 May 12, 2022	BUY	$89.34 - $157.99 $90,769 - $160,517	1,016 Added 24.04%	5,242 $571,000
Q4 2021 Feb 11, 2022	BUY	$131.5 - $390.0 $403,179 - $1.2 Million	3,066 Added 264.31%	4,226 $639,000
Q3 2021 Nov 15, 2021	BUY	$113.09 - $336.34 $131,184 - $390,154	1,160 New	1,160 $367,000

Others Institutions Holding UPST

# of Institutions

420

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

Vanguard Group Inc Valley Forge, PA

7.42M
Shares

$550 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5.66M
Shares

$419 Million
0.0% of portfolio
D. E. Shaw & Co., Inc. New York, NY

2.31M
Shares

$171 Million
0.09% of portfolio
State Street Corp Boston, MA

2.27M
Shares

$168 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1.91M
Shares

$142 Million
0.01% of portfolio

View Full List

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

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