A detailed history of Pathstone Family Office, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 397,061 shares of UPST stock, worth $33.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
397,061
Holding current value
$33.3 Million
% of portfolio
0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$26.55 - $72.09 $10.5 Million - $28.6 Million
397,061 New
397,061 $11.3 Million
Q2 2023

Jan 12, 2024

SELL
$12.1 - $37.7 $53,179 - $165,691
-4,395 Reduced 1.11%
392,666 $14.1 Million

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 $6.83B
  • 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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