Ubs Asset Management Americas Inc Upstart Holdings, Inc. Transaction History

Ubs Asset Management Americas Inc

$477 Billion
Q2 2025

A detailed history of Ubs Asset Management Americas Inc transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 273,043 shares of UPST stock, worth $14.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

273,043

Previous 173,017 57.81%

Holding current value

$14.4 Million

Previous $7.96 Million 121.78%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$34.8 - $64.85 $3.48 Million - $6.49 Million	100,026 Added 57.81%	273,043 $17.7 Million
Q1 2025 May 19, 2025	BUY	$46.03 - $88.77 $1.26 Million - $2.42 Million	27,287 Added 18.72%	173,017 $7.96 Million
Q4 2024 Feb 14, 2025	BUY	$37.78 - $84.46 $1.33 Million - $2.98 Million	35,315 Added 31.98%	145,730 $8.97 Million
Q3 2024 Nov 14, 2024	SELL	$22.9 - $44.11 $463,496 - $892,786	-20,240 Reduced 15.49%	110,415 $4.42 Million
Q2 2024 Aug 13, 2024	BUY	$21.64 - $28.59 $1.3 Million - $1.72 Million	60,193 Added 85.43%	130,655 $3.08 Million
Q1 2024 May 15, 2024	SELL	$23.25 - $38.8 $59,357 - $99,056	-2,553 Reduced 3.5%	70,462 $1.89 Million
Q3 2023 Nov 13, 2023	SELL	$26.55 - $72.09 $1.15 Million - $3.13 Million	-43,360 Reduced 37.26%	73,015 $2.08 Million
Q1 2023 May 15, 2023	BUY	$12.89 - $23.85 $77,004 - $142,479	5,974 Added 5.41%	116,375 $1.85 Million
Q4 2022 Feb 14, 2023	BUY	$12.25 - $24.9 $176,118 - $357,987	14,377 Added 14.97%	110,401 $1.46 Million
Q3 2022 Nov 14, 2022	SELL	$20.79 - $36.28 $1.24 Million - $2.17 Million	-59,816 Reduced 38.38%	96,024 $2 Million
Q2 2022 Aug 12, 2022	BUY	$28.0 - $113.85 $1.46 Million - $5.95 Million	52,288 Added 50.49%	155,840 $4.93 Million
Q1 2022 May 16, 2022	BUY	$89.34 - $157.99 $3.34 Million - $5.91 Million	37,418 Added 56.58%	103,552 $11.3 Million
Q4 2021 Feb 14, 2022	BUY	$131.5 - $390.0 $3.58 Million - $10.6 Million	27,217 Added 69.94%	66,134 $10 Million
Q3 2021 Nov 15, 2021	BUY	$113.09 - $336.34 $1.83 Million - $5.44 Million	16,185 Added 71.2%	38,917 $12.3 Million
Q2 2021 Aug 16, 2021	BUY	$84.05 - $170.0 $1.91 Million - $3.86 Million	22,732 New	22,732 $2.84 Million

Others Institutions Holding UPST

# of Institutions

510

Shares Held

62.8M

Call Options Held

9.68M

Put Options Held

8.53M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $4.28B
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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Ubs Asset Management Americas Inc Upstart Holdings, Inc. Transaction History