Rockefeller Capital Management L.P. Upstart Holdings, Inc. Transaction History

Rockefeller Capital Management L.P.

  • $36 Billion
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$23.25 - $38.8 $73,725 - $123,034
-3,171 Reduced 17.27%
15,189 $408,000
Q4 2023

Feb 14, 2024
SELL
$20.87 - $47.31 $11,895 - $26,966
-570 Reduced 3.01%
18,360 $750,000
Q3 2023

Nov 14, 2023
SELL
$26.55 - $72.09 $34,939 - $94,870
-1,316 Reduced 6.5%
18,930 $540,000
Q2 2023

Aug 14, 2023
BUY
$12.1 - $37.7 $5,553 - $17,304
459 Added 2.32%
20,246 $725,000
Q1 2023

May 17, 2023
SELL
$12.89 - $23.85 $51,108 - $94,565
-3,965 Reduced 16.69%
19,787 $314,000
Q4 2022

Mar 06, 2023
SELL
$12.25 - $24.9 $232,211 - $472,004
-18,956 Reduced 44.39%
23,752 $314,000
Q3 2022

Nov 02, 2022
BUY
$20.79 - $36.28 $46,985 - $81,992
2,260 Added 5.59%
42,708 $887,000
Q2 2022

Aug 12, 2022
BUY
$28.0 - $113.85 $933,296 - $3.79 Million
33,332 Added 468.41%
40,448 $1.28 Million
Q1 2022

May 13, 2022
BUY
$89.34 - $157.99 $281,510 - $497,826
3,151 Added 79.47%
7,116 $776,000
Q4 2021

Feb 14, 2022
BUY
$131.5 - $390.0 $212,241 - $629,460
1,614 Added 68.65%
3,965 $599,000
Q3 2021

Nov 12, 2021
BUY
$113.09 - $336.34 $47,045 - $139,917
416 Added 21.5%
2,351 $743,000
Q2 2021

Aug 10, 2021
BUY
$84.05 - $170.0 $162,636 - $328,950
1,935 New
1,935 $241,000

Others Institutions Holding UPST

# of Institutions
479
Shares Held
57.1M
Call Options Held
14.5M
Put Options Held
18.4M
View Full List

About Upstart Holdings, Inc.

UPST Quotes by TradingView
  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $4.37B
  • 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

Track Rockefeller Capital Management L.P. Portfolio

Follow Rockefeller Capital Management L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockefeller Capital Management L.P., based on Form 13F filings with the SEC.

News

Stay updated on Rockefeller Capital Management L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email