Truist Financial Corp Upstart Holdings, Inc. Transaction History

Truist Financial Corp

$66.7 Billion
Q2 2025

A detailed history of Truist Financial Corp transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Truist Financial Corp holds 13,432 shares of UPST stock, worth $851,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,432

Previous 19,762 32.03%

Holding current value

$851,723

Previous $909,000 4.51%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$34.8 - $64.85 $220,283 - $410,500	-6,330 Reduced 32.03%	13,432 $868,000
Q1 2025 Apr 29, 2025	SELL	$46.03 - $88.77 $338,366 - $652,548	-7,351 Reduced 27.11%	19,762 $909,000
Q4 2024 Jan 31, 2025	BUY	$37.78 - $84.46 $172,541 - $385,728	4,567 Added 20.26%	27,113 $1.67 Million
Q3 2024 Nov 13, 2024	BUY	$22.9 - $44.11 $305,966 - $589,353	13,361 Added 145.47%	22,546 $902,000
Q2 2024 Aug 20, 2024	SELL	$21.64 - $28.59 $14,585 - $19,269	-674 Reduced 6.84%	9,185 $216,000
Q1 2024 May 10, 2024	SELL	$23.25 - $38.8 $50,661 - $84,545	-2,179 Reduced 18.1%	9,859 $265,000
Q4 2023 Feb 02, 2024	SELL	$20.87 - $47.31 $118,082 - $267,679	-5,658 Reduced 31.97%	12,038 $491,000
Q3 2023 Nov 14, 2023	BUY	$26.55 - $72.09 $241,578 - $655,946	9,099 Added 105.84%	17,696 $505,000
Q2 2023 Aug 01, 2023	BUY	$12.1 - $37.7 $104,023 - $324,106	8,597 New	8,597 $307,000
Q2 2022 Jul 22, 2022	BUY	$28.0 - $113.85 $138,152 - $561,735	4,934 Added 159.06%	8,036 $253,000
Q1 2022 Apr 22, 2022	BUY	$89.34 - $157.99 $277,132 - $490,084	3,102 New	3,102 $339,000
Q4 2021 Feb 14, 2022	SELL	$131.5 - $390.0 $412,515 - $1.22 Million	-3,137 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$113.09 - $336.34 $4.25 Million - $12.7 Million	-37,617 Reduced 92.3%	3,137 $992,000
Q2 2021 Aug 16, 2021	SELL	$84.05 - $170.0 $91,026 - $184,110	-1,083 Reduced 2.59%	40,754 $5.09 Million
Q1 2021 May 17, 2021	BUY	$43.99 - $164.87 $1.09 Million - $4.07 Million	24,715 Added 144.35%	41,837 $5.39 Million
Q4 2020 Feb 18, 2021	BUY	$29.47 - $47.84 $504,585 - $819,116	17,122 New	17,122 $698,000

Others Institutions Holding UPST

# of Institutions

487

Shares Held

58.1M

Call Options Held

10.6M

Put Options Held

10.4M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $5.16B
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.

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Truist Financial Corp Upstart Holdings, Inc. Transaction History