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 5,163 shares of UPST stock, worth $363,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,163
Holding current value
$363,475
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $5.73B
  • 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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