A detailed history of Independent Advisor Alliance transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 5,156 shares of UPST stock, worth $404,797. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,156
Previous 29,455 82.5%
Holding current value
$404,797
Previous $694,000 70.32%
% of portfolio
0.01%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$22.9 - $44.11 $556,447 - $1.07 Million
-24,299 Reduced 82.5%
5,156 $206,000
Q2 2024

Aug 12, 2024

BUY
$21.64 - $28.59 $637,406 - $842,118
29,455 New
29,455 $694,000
Q4 2023

Feb 08, 2024

BUY
$20.87 - $47.31 $137,095 - $310,779
6,569 New
6,569 $268,000
Q2 2023

Jul 28, 2023

SELL
$12.1 - $37.7 $1.02 Million - $3.17 Million
-84,185 Reduced 92.09%
7,230 $258,000
Q1 2023

May 12, 2023

BUY
$12.89 - $23.85 $1.18 Million - $2.18 Million
91,415 New
91,415 $1.45 Million
Q2 2022

Aug 04, 2022

SELL
$28.0 - $113.85 $376,208 - $1.53 Million
-13,436 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$89.34 - $157.99 $1.2 Million - $2.12 Million
13,436 New
13,436 $1.47 Million
Q4 2021

Feb 11, 2022

SELL
$131.5 - $390.0 $120,059 - $356,070
-913 Closed
0 $0
Q3 2021

Nov 01, 2021

BUY
$113.09 - $336.34 $103,251 - $307,078
913 New
913 $289,000

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 $6.39B
  • 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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