Orion Capital Management LLC Upstart Holdings, Inc. Transaction History

Orion Capital Management LLC

$230 Million
Q1 2025

A detailed history of Orion Capital Management LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Orion Capital Management LLC holds 2,760 shares of UPST stock, worth $174,846. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,760

Previous 4,260 35.21%

Holding current value

$174,846

Previous $262,000 51.53%

% of portfolio

0.06%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$46.03 - $88.77 $69,045 - $133,155	-1,500 Reduced 35.21%	2,760 $127,000
Q4 2024 Feb 14, 2025	SELL	$37.78 - $84.46 $49,114 - $109,797	-1,300 Reduced 23.38%	4,260 $262,000
Q3 2024 Nov 15, 2024	BUY	$22.9 - $44.11 $6,183 - $11,909	270 Added 5.1%	5,560 $222,000
Q2 2024 Aug 13, 2024	SELL	$21.64 - $28.59 $41,332 - $54,606	-1,910 Reduced 26.53%	5,290 $124,000
Q1 2024 May 10, 2024	BUY	$23.25 - $38.8 $34,875 - $58,199	1,500 Added 26.32%	7,200 $193,000
Q4 2023 Feb 05, 2024	BUY	$20.87 - $47.31 $18,365 - $41,632	880 Added 18.26%	5,700 $232,000
Q3 2023 Nov 15, 2023	SELL	$26.55 - $72.09 $23,629 - $64,160	-890 Reduced 15.59%	4,820 $137,000
Q2 2023 Aug 07, 2023	SELL	$12.1 - $37.7 $6,050 - $18,850	-500 Reduced 8.05%	5,710 $204,000
Q1 2023 May 09, 2023	SELL	$12.89 - $23.85 $2,578 - $4,770	-200 Reduced 3.12%	6,210 $98,000
Q4 2022 Jan 20, 2023	SELL	$12.25 - $24.9 $30,625 - $62,250	-2,500 Reduced 28.06%	6,410 $0
Q3 2022 Oct 26, 2022	BUY	$20.79 - $36.28 $47,817 - $83,444	2,300 Added 34.8%	8,910 $185,000
Q2 2022 Jul 22, 2022	SELL	$28.0 - $113.85 $9,800 - $39,847	-350 Reduced 5.03%	6,610 $209,000
Q1 2022 May 11, 2022	BUY	$89.34 - $157.99 $56,284 - $99,533	630 Added 9.95%	6,960 $759,000
Q4 2021 Feb 07, 2022	BUY	$131.5 - $390.0 $89,420 - $265,200	680 Added 12.04%	6,330 $958,000
Q3 2021 Oct 25, 2021	BUY	$113.09 - $336.34 $638,958 - $1.9 Million	5,650 New	5,650 $1.79 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 $5.15B
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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Orion Capital Management LLC Upstart Holdings, Inc. Transaction History