Synergy Financial Group, LTD Upstart Holdings, Inc. Transaction History
Synergy Financial Group, LTD
- $106 Million
- Q1 2025
A detailed history of Synergy Financial Group, LTD transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Synergy Financial Group, LTD holds 5,793 shares of UPST stock, worth $318,962. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,793
Previous 5,793
-0.0%
Holding current value
$318,962
Previous $356,000
25.28%
% of portfolio
0.25%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding UPST
# of Institutions
475Shares Held
58.1MCall Options Held
10.4MPut Options Held
10.5M-
Vanguard Group Inc Valley Forge, PA8.01MShares$441 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$312 Million0.0% of portfolio
-
State Street Corp Boston, MA2.01MShares$111 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.94MShares$107 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.83MShares$101 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $4.48B
- 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.