O'Shaughnessy Asset Management, LLC Upstart Holdings, Inc. Transaction History
O'Shaughnessy Asset Management, LLC
- $14.2 Billion
- Q2 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 5,120 shares of UPST stock, worth $265,011. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,120
Previous 5,564
7.98%
Holding current value
$265,011
Previous $256,000
29.3%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding UPST
# of Institutions
511Shares Held
62.8MCall Options Held
9.68MPut Options Held
8.53M-
Vanguard Group Inc Valley Forge, PA8.26MShares$427 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$293 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY3.65MShares$189 Million3.71% of portfolio
-
State Street Corp Boston, MA2.08MShares$107 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.01MShares$104 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $4.21B
- 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.