Morgan Stanley Upstart Holdings, Inc. Transaction History

Morgan Stanley

$1.36 Trillion
Q1 2025

A detailed history of Morgan Stanley transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Morgan Stanley holds 1,587,727 shares of UPST stock, worth $81.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,587,727

Previous 2,632,809 39.69%

Holding current value

$81.6 Million

Previous $162 Million 54.92%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$46.03 - $88.77 $48.1 Million - $92.8 Million	-1,045,082 Reduced 39.69%	1,587,727 $73.1 Million
Q4 2024 Feb 14, 2025	BUY	$37.78 - $84.46 $45.5 Million - $102 Million	1,204,660 Added 84.35%	2,632,809 $162 Million
Q3 2024 May 14, 2025	SELL	$22.9 - $44.11 $1.18 Million - $2.28 Million	-51,709 Reduced 3.49%	1,428,149 $57.1 Million
Q3 2024 Nov 14, 2024	SELL	$22.9 - $44.11 $1.18 Million - $2.28 Million	-51,709 Reduced 3.49%	1,428,149 $57.1 Million
Q2 2024 May 14, 2025	SELL	$21.64 - $28.59 $24.9 Million - $33 Million	-1,152,951 Reduced 43.79%	1,479,858 $34.9 Million
Q2 2024 Oct 17, 2024	SELL	$21.64 - $28.59 $16.8 Million - $22.2 Million	-776,509 Reduced 34.41%	1,479,858 $34.9 Million
Q2 2024 Aug 14, 2024	SELL	$21.64 - $28.59 $16.8 Million - $22.2 Million	-776,509 Reduced 34.41%	1,479,858 $34.9 Million
Q1 2024 Oct 17, 2024	BUY	$23.25 - $38.8 $18.1 Million - $30.1 Million	776,509 Added 52.47%	2,256,367 $60.7 Million
Q1 2024 Aug 16, 2024	BUY	$23.25 - $38.8 $2.88 Million - $4.8 Million	123,806 Added 5.81%	2,256,367 $60.7 Million
Q1 2024 May 15, 2024	BUY	$23.25 - $38.8 $2.88 Million - $4.8 Million	123,806 Added 5.81%	2,256,367 $60.7 Million
Q4 2023 Aug 16, 2024	BUY	$20.87 - $47.31 $13.6 Million - $30.9 Million	652,703 Added 44.11%	2,132,561 $87.1 Million
Q4 2023 Feb 13, 2024	BUY	$20.87 - $47.31 $4.54 Million - $10.3 Million	217,628 Added 11.36%	2,132,561 $87.1 Million
Q3 2023 Nov 15, 2023	BUY	$26.55 - $72.09 $20.1 Million - $54.7 Million	758,669 Added 65.61%	1,914,933 $54.7 Million
Q2 2023 Aug 14, 2023	SELL	$12.1 - $37.7 $989,465 - $3.08 Million	-81,774 Reduced 6.61%	1,156,264 $41.4 Million
Q1 2023 May 15, 2023	SELL	$12.89 - $23.85 $42.5 Million - $78.6 Million	-3,293,612 Reduced 72.68%	1,238,038 $19.7 Million
Q4 2022 Feb 14, 2023	BUY	$12.25 - $24.9 $2.43 Million - $4.95 Million	198,612 Added 4.58%	4,531,650 $59.9 Million
Q3 2022 Nov 14, 2022	BUY	$20.79 - $36.28 $2.12 Million - $3.7 Million	102,029 Added 2.41%	4,333,038 $90.1 Million
Q2 2022 Oct 27, 2022	BUY	$28.0 - $113.85 $17.2 Million - $70 Million	614,648 Added 17.0%	4,231,009 $134 Million
Q2 2022 Aug 15, 2022	BUY	$28.0 - $113.85 $17.2 Million - $70 Million	614,648 Added 17.0%	4,231,009 $134 Million
Q1 2022 Oct 27, 2022	SELL	$89.34 - $157.99 $54.9 Million - $97.1 Million	-614,648 Reduced 14.53%	3,616,361 $395 Million
Q1 2022 May 13, 2022	BUY	$89.34 - $157.99 $236 Million - $418 Million	2,643,377 Added 271.68%	3,616,361 $395 Million
Q4 2021 Feb 14, 2022	BUY	$131.5 - $390.0 $90.6 Million - $269 Million	689,237 Added 242.91%	972,984 $147 Million
Q3 2021 Nov 15, 2021	BUY	$113.09 - $336.34 $32.1 Million - $95.4 Million	283,747 New	283,747 $89.8 Million

Others Institutions Holding UPST

# of Institutions

475

Shares Held

58.1M

Call Options Held

10.4M

Put Options Held

10.5M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $4.18B
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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