Left Brain Wealth Management, LLC Upstart Holdings, Inc. Transaction History
Left Brain Wealth Management, LLC
- $284 Billion
- Q2 2025
A detailed history of Left Brain Wealth Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Left Brain Wealth Management, LLC holds 6,600 shares of UPST stock, worth $296,736. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,600
              Previous 8,170
              
        
           19.22%
        
      
          
        Holding current value
$296,736
            Previous $376 Million
            
        
           13.51%
        
      
          
        % of portfolio
0.15%
            Previous 0.16%
          
        Shares
	  3 transactions
	
  Others Institutions Holding UPST
# of Institutions
520Shares Held
63.3MCall Options Held
9.64MPut Options Held
8.53M- 
    
      Vanguard Group Inc Valley Forge, PA8.26MShares$371 Million0.01% of portfolio
- 
    
      Black Rock Inc. New York, NY5.66MShares$255 Million0.0% of portfolio
- 
    
      Jericho Capital Asset Management L.P. New York, NY3.65MShares$164 Million3.71% of portfolio
- 
    
      State Street Corp Boston, MA2.08MShares$93.3 Million0.01% of portfolio
- 
    
      Geode Capital Management, LLC Boston, MA2.01MShares$90.3 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.66B
- 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.