A detailed history of Raymond James & Associates transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Raymond James & Associates holds 6,727 shares of UPST stock, worth $438,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,727
Holding current value
$438,196
% of portfolio
0.0%

Shares

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

Oct 18, 2024

BUY
$22.9 - $44.11 $154,048 - $296,727
6,727 New
6,727 $269,000
Q4 2023

Jan 16, 2024

BUY
$20.87 - $47.31 $436,078 - $988,542
20,895 New
20,895 $853,000
Q2 2023

Jul 25, 2023

SELL
$12.1 - $37.7 $41,974 - $130,781
-3,469 Reduced 29.8%
8,171 $292,000
Q1 2023

Apr 14, 2023

SELL
$12.89 - $23.85 $11,987 - $22,180
-930 Reduced 7.4%
11,640 $184,000
Q4 2022

Feb 08, 2023

SELL
$12.25 - $24.9 $1.32 Million - $2.69 Million
-108,113 Reduced 89.58%
12,570 $166,000
Q3 2022

Oct 25, 2022

BUY
$20.79 - $36.28 $723,866 - $1.26 Million
34,818 Added 40.55%
120,683 $2.51 Million
Q2 2022

Aug 12, 2022

BUY
$28.0 - $113.85 $974,680 - $3.96 Million
34,810 Added 68.18%
85,865 $2.72 Million
Q1 2022

May 11, 2022

BUY
$89.34 - $157.99 $1.25 Million - $2.22 Million
14,021 Added 37.86%
51,055 $5.57 Million
Q4 2021

Feb 08, 2022

BUY
$131.5 - $390.0 $2.1 Million - $6.23 Million
15,976 Added 75.87%
37,034 $5.6 Million
Q3 2021

Nov 02, 2021

BUY
$113.09 - $336.34 $779,642 - $2.32 Million
6,894 Added 48.67%
21,058 $6.66 Million
Q2 2021

Aug 11, 2021

BUY
$84.05 - $170.0 $554,898 - $1.12 Million
6,602 Added 87.3%
14,164 $1.77 Million
Q1 2021

May 14, 2021

BUY
$43.99 - $164.87 $332,652 - $1.25 Million
7,562 New
7,562 $974,000

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 $5.3B
  • 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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