Rhumbline Advisers Upstart Holdings, Inc. Transaction History

Rhumbline Advisers

$109 Billion
Q3 2024

A detailed history of Rhumbline Advisers transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Rhumbline Advisers holds 108,225 shares of UPST stock, worth $7.41 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

108,225

Previous 113,697 4.81%

Holding current value

$7.41 Million

Previous $2.68 Million 61.45%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$22.9 - $44.11 $125,308 - $241,369	-5,472 Reduced 4.81%	108,225 $4.33 Million
Q2 2024 Aug 01, 2024	BUY	$21.64 - $28.59 $159,833 - $211,165	7,386 Added 6.95%	113,697 $2.68 Million
Q1 2024 May 09, 2024	BUY	$23.25 - $38.8 $76,446 - $127,574	3,288 Added 3.19%	106,311 $2.86 Million
Q4 2023 Feb 08, 2024	SELL	$20.87 - $47.31 $2,671 - $6,055	-128 Reduced 0.12%	103,023 $4.21 Million
Q3 2023 Nov 09, 2023	BUY	$26.55 - $72.09 $49,383 - $134,087	1,860 Added 1.84%	103,151 $2.94 Million
Q2 2023 Aug 08, 2023	BUY	$12.1 - $37.7 $327,583 - $1.02 Million	27,073 Added 36.48%	101,291 $3.63 Million
Q1 2023 May 11, 2023	SELL	$12.89 - $23.85 $2,784 - $5,151	-216 Reduced 0.29%	74,218 $1.18 Million
Q4 2022 Feb 14, 2023	BUY	$12.25 - $24.9 $16,684 - $33,913	1,362 Added 1.86%	74,434 $984,000
Q3 2022 Nov 10, 2022	BUY	$20.79 - $36.28 $58,419 - $101,946	2,810 Added 4.0%	73,072 $1.52 Million
Q2 2022 Aug 11, 2022	BUY	$28.0 - $113.85 $718,648 - $2.92 Million	25,666 Added 57.55%	70,262 $2.22 Million
Q1 2022 May 12, 2022	BUY	$89.34 - $157.99 $43,329 - $76,625	485 Added 1.1%	44,596 $4.87 Million
Q4 2021 Feb 10, 2022	BUY	$131.5 - $390.0 $309,288 - $917,280	2,352 Added 5.63%	44,111 $6.67 Million
Q3 2021 Nov 12, 2021	BUY	$113.09 - $336.34 $3.3 Million - $9.81 Million	29,155 Added 231.32%	41,759 $13.2 Million
Q2 2021 Aug 05, 2021	SELL	$84.05 - $170.0 $134,564 - $272,170	-1,601 Reduced 11.27%	12,604 $1.57 Million
Q1 2021 May 06, 2021	BUY	$43.99 - $164.87 $624,877 - $2.34 Million	14,205 New	14,205 $1.83 Million

Others Institutions Holding UPST

# of Institutions

420

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $5.57B
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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Rhumbline Advisers Upstart Holdings, Inc. Transaction History