A detailed history of Oppenheimer Asset Management Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 20,651 shares of UPST stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,651
Holding current value
$1.45 Million
% of portfolio
0.01%

Shares

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

Nov 05, 2024

BUY
$22.9 - $44.11 $472,907 - $910,915
20,651 New
20,651 $826,000
Q4 2023

Feb 13, 2024

SELL
$20.87 - $47.31 $58,206 - $131,947
-2,789 Reduced 36.0%
4,958 $202,000
Q3 2023

Nov 07, 2023

BUY
$26.55 - $72.09 $205,682 - $558,481
7,747 New
7,747 $221,000
Q2 2022

Aug 08, 2022

SELL
$28.0 - $113.85 $84,280 - $342,688
-3,010 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$89.34 - $157.99 $268,913 - $475,549
3,010 New
3,010 $328,000
Q4 2021

Feb 02, 2022

SELL
$131.5 - $390.0 $187,256 - $555,360
-1,424 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
$113.09 - $336.34 $2.1 Million - $6.25 Million
-18,595 Reduced 92.89%
1,424 $451,000
Q2 2021

Aug 03, 2021

SELL
$84.05 - $170.0 $19,499 - $39,440
-232 Reduced 1.15%
20,019 $2.5 Million
Q1 2021

May 17, 2021

BUY
$43.99 - $164.87 $73,287 - $274,673
1,666 Added 8.96%
20,251 $2.61 Million
Q4 2020

Feb 11, 2021

BUY
$29.47 - $47.84 $547,699 - $889,106
18,585 New
18,585 $757,000

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 $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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