Invesco Ltd. Upstart Holdings, Inc. Transaction History

Invesco Ltd.

$499 Billion
Q3 2024

A detailed history of Invesco Ltd. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Invesco Ltd. holds 71,978 shares of UPST stock, worth $5.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

71,978

Previous 71,338 0.9%

Holding current value

$5.65 Million

Previous $1.68 Million 71.17%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$22.9 - $44.11 $14,656 - $28,230	640 Added 0.9%	71,978 $2.88 Million
Q2 2024 Aug 13, 2024	BUY	$21.64 - $28.59 $36,701 - $48,488	1,696 Added 2.44%	71,338 $1.68 Million
Q1 2024 May 14, 2024	SELL	$23.25 - $38.8 $951,878 - $1.59 Million	-40,941 Reduced 37.02%	69,642 $1.87 Million
Q4 2023 Feb 12, 2024	BUY	$20.87 - $47.31 $376,974 - $854,560	18,063 Added 19.52%	110,583 $4.52 Million
Q3 2023 Nov 13, 2023	SELL	$26.55 - $72.09 $2.6 Million - $7.07 Million	-98,067 Reduced 51.46%	92,520 $2.64 Million
Q2 2023 Aug 11, 2023	BUY	$12.1 - $37.7 $899,635 - $2.8 Million	74,350 Added 63.96%	190,587 $6.82 Million
Q1 2023 May 12, 2023	BUY	$12.89 - $23.85 $455,919 - $843,574	35,370 Added 43.74%	116,237 $1.85 Million
Q4 2022 Feb 13, 2023	BUY	$12.25 - $24.9 $354,858 - $721,303	28,968 Added 55.82%	80,867 $1.07 Million
Q3 2022 Nov 14, 2022	SELL	$20.79 - $36.28 $124,344 - $216,990	-5,981 Reduced 10.33%	51,899 $1.08 Million
Q2 2022 Aug 15, 2022	BUY	$28.0 - $113.85 $676,592 - $2.75 Million	24,164 Added 71.67%	57,880 $1.83 Million
Q1 2022 May 16, 2022	SELL	$89.34 - $157.99 $3.73 Million - $6.6 Million	-41,776 Reduced 55.34%	33,716 $3.68 Million
Q4 2021 Feb 14, 2022	BUY	$131.5 - $390.0 $971,653 - $2.88 Million	7,389 Added 10.85%	75,492 $11.4 Million
Q3 2021 Nov 15, 2021	BUY	$113.09 - $336.34 $6.71 Million - $20 Million	59,338 Added 676.99%	68,103 $21.6 Million
Q2 2021 Aug 17, 2021	SELL	$84.05 - $170.0 $569,438 - $1.15 Million	-6,775 Reduced 43.6%	8,765 $1.1 Million
Q1 2021 May 17, 2021	BUY	$43.99 - $164.87 $683,604 - $2.56 Million	15,540 New	15,540 $2 Million

Others Institutions Holding UPST

# of Institutions

421

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.39B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Invesco Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Invesco Ltd. with notifications on news.

Account