Joel Greenblatt Upstart Holdings, Inc. Transaction History

Gotham Asset Management, LLC

$11.5 Billion
Q1 2025

A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Gotham Asset Management, LLC holds 4,821 shares of UPST stock, worth $247,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,821

Previous 5,082 5.14%

Holding current value

$247,702

Previous $312,000 29.17%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$46.03 - $88.77 $12,013 - $23,168	-261 Reduced 5.14%	4,821 $221,000
Q4 2024 Feb 14, 2025	SELL	$37.78 - $84.46 $3,060 - $6,841	-81 Reduced 1.57%	5,082 $312,000
Q3 2024 Nov 14, 2024	BUY	$22.9 - $44.11 $118,232 - $227,739	5,163 New	5,163 $206,000
Q4 2023 Feb 14, 2024	BUY	$20.87 - $47.31 $115,306 - $261,387	5,525 New	5,525 $225,000
Q2 2023 Aug 14, 2023	SELL	$12.1 - $37.7 $32,694 - $101,865	-2,702 Reduced 23.41%	8,842 $316,000
Q1 2023 May 15, 2023	BUY	$12.89 - $23.85 $148,802 - $275,324	11,544 New	11,544 $183,000
Q3 2022 Nov 14, 2022	BUY	$20.79 - $36.28 $557,275 - $972,485	26,805 Added 67.97%	66,244 $1.38 Million
Q2 2022 Aug 15, 2022	BUY	$28.0 - $113.85 $769,160 - $3.13 Million	27,470 Added 229.51%	39,439 $1.25 Million
Q1 2022 May 16, 2022	BUY	$89.34 - $157.99 $1.07 Million - $1.89 Million	11,969 New	11,969 $1.31 Million
Q4 2021 Feb 14, 2022	SELL	$131.5 - $390.0 $274,046 - $812,760	-2,084 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$113.09 - $336.34 $235,679 - $700,932	2,084 New	2,084 $659,000
Q2 2021 Aug 16, 2021	SELL	$84.05 - $170.0 $281,735 - $569,840	-3,352 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$43.99 - $164.87 $147,454 - $552,644	3,352 New	3,352 $432,000

Others Institutions Holding UPST

# of Institutions

475

Shares Held

58.1M

Call Options Held

10.4M

Put Options Held

10.5M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $4.18B
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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