Marshall Wace, LLP Upstart Holdings, Inc. Transaction History

Marshall Wace, LLP

$78.4 Billion
Q4 2024

A detailed history of Marshall Wace, LLP transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Marshall Wace, LLP holds 1,061,512 shares of UPST stock, worth $76.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,061,512

Previous 265,260 300.18%

Holding current value

$76.2 Million

Previous $10.6 Million 515.82%

% of portfolio

0.08%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$37.78 - $84.46 $30.1 Million - $67.3 Million	796,252 Added 300.18%	1,061,512 $65.4 Million
Q3 2024 Nov 14, 2024	SELL	$22.9 - $44.11 $2.13 Million - $4.11 Million	-93,199 Reduced 26.0%	265,260 $10.6 Million
Q2 2024 Aug 14, 2024	SELL	$21.64 - $28.59 $2.13 Million - $2.82 Million	-98,644 Reduced 21.58%	358,459 $8.46 Million
Q1 2024 May 15, 2024	BUY	$23.25 - $38.8 $7.44 Million - $12.4 Million	319,903 Added 233.17%	457,103 $12.3 Million
Q4 2023 Feb 14, 2024	BUY	$20.87 - $47.31 $2.86 Million - $6.49 Million	137,200 New	137,200 $5.61 Million
Q2 2023 Aug 14, 2023	SELL	$12.1 - $37.7 $873,656 - $2.72 Million	-72,203 Reduced 60.58%	46,993 $1.68 Million
Q1 2023 May 15, 2023	BUY	$12.89 - $23.85 $1.3 Million - $2.41 Million	101,013 Added 555.54%	119,196 $1.89 Million
Q4 2022 Feb 14, 2023	SELL	$12.25 - $24.9 $186,518 - $379,127	-15,226 Reduced 45.57%	18,183 $240,000
Q3 2022 Nov 14, 2022	SELL	$20.79 - $36.28 $6.49 Million - $11.3 Million	-312,081 Reduced 90.33%	33,409 $694,000
Q2 2022 Aug 15, 2022	BUY	$28.0 - $113.85 $9.62 Million - $39.1 Million	343,654 Added 18717.54%	345,490 $10.9 Million
Q1 2022 May 16, 2022	SELL	$89.34 - $157.99 $422,578 - $747,292	-4,730 Reduced 72.04%	1,836 $201,000
Q4 2021 Feb 14, 2022	BUY	$131.5 - $390.0 $297,058 - $881,010	2,259 Added 52.45%	6,566 $993,000
Q2 2021 Aug 13, 2021	BUY	$84.05 - $170.0 $362,003 - $732,190	4,307 New	4,307 $537,000

Others Institutions Holding UPST

# of Institutions

476

Shares Held

57M

Call Options Held

14.5M

Put Options Held

18.4M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $5.84B
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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Marshall Wace, LLP Upstart Holdings, Inc. Transaction History