A detailed history of Newbridge Financial Services Group, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 9,589 shares of UPST stock, worth $464,874. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,589
Previous 8,689 10.36%
Holding current value
$464,874
Previous $233,000 3.0%
% of portfolio
0.09%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024

BUY
$21.64 - $28.59 $19,476 - $25,731
900 Added 10.36%
9,589 $226,000
Q1 2024

Apr 24, 2024

BUY
$23.25 - $38.8 $91,558 - $152,794
3,938 Added 82.89%
8,689 $233,000
Q4 2023

Mar 28, 2024

SELL
$20.87 - $47.31 $2,274 - $5,156
-109 Reduced 2.24%
4,751 $194,000
Q3 2023

Oct 17, 2023

SELL
$26.55 - $72.09 $84,296 - $228,885
-3,175 Reduced 39.51%
4,860 $138,000
Q2 2023

Jul 21, 2023

SELL
$12.1 - $37.7 $17,641 - $54,966
-1,458 Reduced 15.36%
8,035 $287,000
Q1 2023

Apr 18, 2023

SELL
$12.89 - $23.85 $3,261 - $6,034
-253 Reduced 2.6%
9,493 $150,000
Q4 2022

Jan 17, 2023

SELL
$12.25 - $24.9 $34,361 - $69,844
-2,805 Reduced 22.35%
9,746 $0
Q3 2022

Oct 13, 2022

BUY
$20.79 - $36.28 $156,507 - $273,115
7,528 Added 149.87%
12,551 $261,000
Q2 2022

Jul 15, 2022

BUY
$28.0 - $113.85 $25,200 - $102,465
900 Added 21.83%
5,023 $159,000
Q1 2022

Apr 26, 2022

BUY
$89.34 - $157.99 $150,091 - $265,423
1,680 Added 68.77%
4,123 $450,000
Q4 2021

Jan 19, 2022

BUY
$131.5 - $390.0 $299,162 - $887,250
2,275 Added 1354.17%
2,443 $370,000
Q3 2021

Oct 27, 2021

BUY
$113.09 - $336.34 $18,999 - $56,505
168 New
168 $53,000

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 $3.94B
  • 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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