A detailed history of Mercer Global Advisors Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Mercer Global Advisors Inc holds 27,388 shares of UPST stock, worth $1.93 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,388
Previous 27,049 1.25%
Holding current value
$1.93 Million
Previous $638,000 71.63%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$22.9 - $44.11 $7,763 - $14,953
339 Added 1.25%
27,388 $1.1 Million
Q2 2024

Aug 12, 2024

BUY
$21.64 - $28.59 $51,286 - $67,758
2,370 Added 9.6%
27,049 $638,000
Q1 2024

May 15, 2024

SELL
$23.25 - $38.8 $31,782 - $53,039
-1,367 Reduced 5.25%
24,679 $664,000
Q4 2023

Feb 14, 2024

BUY
$20.87 - $47.31 $361,551 - $819,598
17,324 Added 198.62%
26,046 $1.06 Million
Q3 2023

Nov 13, 2023

BUY
$26.55 - $72.09 $33,665 - $91,410
1,268 Added 17.01%
8,722 $249,000
Q2 2023

Aug 14, 2023

BUY
$12.1 - $37.7 $90,193 - $281,015
7,454 New
7,454 $266,000
Q2 2022

Aug 10, 2022

SELL
$28.0 - $113.85 $92,652 - $376,729
-3,309 Reduced 23.76%
10,616 $336,000
Q1 2022

May 10, 2022

SELL
$89.34 - $157.99 $27,248 - $48,186
-305 Reduced 2.14%
13,925 $1.52 Million
Q4 2021

Feb 04, 2022

SELL
$131.5 - $390.0 $386,478 - $1.15 Million
-2,939 Reduced 17.12%
14,230 $2.15 Million
Q3 2021

Nov 10, 2021

BUY
$113.09 - $336.34 $793,213 - $2.36 Million
7,014 Added 69.07%
17,169 $5.43 Million
Q2 2021

Aug 10, 2021

BUY
$84.05 - $170.0 $853,527 - $1.73 Million
10,155 New
10,155 $1.27 Million

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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