A detailed history of International Assets Investment Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, International Assets Investment Management, LLC holds 233,258 shares of UPST stock, worth $16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
233,258
Previous 5,570 4087.76%
Holding current value
$16 Million
Previous $131 Million 95.56%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 22, 2024

BUY
$22.9 - $44.11 $5.21 Million - $10 Million
227,688 Added 4087.76%
233,258 $5.83 Million
Q2 2024

Jul 30, 2024

BUY
$21.64 - $28.59 $120,534 - $159,246
5,570 New
5,570 $131 Million
Q4 2023

Jan 25, 2024

SELL
$20.87 - $47.31 $6.71 Million - $15.2 Million
-321,670 Reduced 97.55%
8,070 $329,000
Q4 2023

Jan 24, 2024

BUY
$20.87 - $47.31 $6.69 Million - $15.2 Million
320,663 Added 3532.7%
329,740 $8.07 Million
Q3 2023

Oct 04, 2023

BUY
$26.55 - $72.09 $50,710 - $137,691
1,910 Added 26.65%
9,077 $259,000
Q2 2023

Jul 20, 2023

SELL
$12.1 - $37.7 $16,940 - $52,780
-1,400 Reduced 16.34%
7,167 $256,000
Q1 2023

Apr 19, 2023

SELL
$12.89 - $23.85 $70,302 - $130,077
-5,454 Reduced 38.9%
8,567 $136,000
Q4 2022

Jan 30, 2023

BUY
$12.25 - $24.9 $171,757 - $349,122
14,021 New
14,021 $185,000

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 $5.56B
  • 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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