Heritage Wealth Advisors Upstart Holdings, Inc. Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
A detailed history of Heritage Wealth Advisors transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 100 shares of UPST stock, worth $4,496. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$4,496
Previous $4,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding UPST
# of Institutions
524Shares Held
63.2MCall Options Held
9.71MPut Options Held
8.53M-
Vanguard Group Inc Valley Forge, PA8.26MShares$371 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$255 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY3.65MShares$164 Million3.71% of portfolio
-
State Street Corp Boston, MA2.08MShares$93.3 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.01MShares$90.3 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.66B
- 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.