Patriot Financial Group Insurance Agency, LLC Upstart Holdings, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$28.0 - $113.85 $168 - $683	-6 Reduced 20.69%	23 $1,000
Q1 2022 May 11, 2022	BUY	$89.34 - $157.99 $2,322 - $4,107	26 Added 866.67%	29 $3,000
Q4 2021 Jan 10, 2022	BUY	$131.5 - $390.0 $394 - $1,170	3 New	3 $0

Others Institutions Holding UPST

# of Institutions

421

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

Vanguard Group Inc Valley Forge, PA

7.42M
Shares

$583 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5.66M
Shares

$445 Million
0.0% of portfolio
D. E. Shaw & Co., Inc. New York, NY

2.31M
Shares

$182 Million
0.09% of portfolio
State Street Corp Boston, MA

2.27M
Shares

$178 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1.91M
Shares

$150 Million
0.01% of portfolio

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.39B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account