Mezzasalma Advisors, LLC Upstart Holdings, Inc. Transaction History

Mezzasalma Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$20.87 - $47.31 $8,974 - $20,343	-430 Reduced 6.03%	6,705 $273,000
Q3 2023 Nov 16, 2023	SELL	$26.55 - $72.09 $796 - $2,162	-30 Reduced 0.42%	7,135 $203,000
Q2 2023 Aug 02, 2023	BUY	$12.1 - $37.7 $86,696 - $270,120	7,165 New	7,165 $256,000
Q1 2022 Apr 26, 2022	SELL	$89.34 - $157.99 $63,431 - $112,172	-710 Reduced 8.9%	7,269 $793,000
Q4 2021 Jan 31, 2022	SELL	$131.5 - $390.0 $454,990 - $1.35 Million	-3,460 Reduced 30.25%	7,979 $1.21 Million
Q3 2021 Oct 19, 2021	BUY	$113.09 - $336.34 $1.29 Million - $3.85 Million	11,439 New	11,439 $3.62 Million

421

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.39B
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.

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