Valeo Financial Advisors, LLC Upstart Holdings, Inc. Transaction History

Valeo Financial Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$23.25 - $38.8 $4,719 - $7,876	203 Added 2.73%	7,634 $205,000
Q4 2023 Jan 29, 2024	SELL	$20.87 - $47.31 $103,327 - $234,231	-4,951 Reduced 39.99%	7,431 $303,000
Q3 2023 Oct 19, 2023	SELL	$26.55 - $72.09 $47,763 - $129,689	-1,799 Reduced 12.69%	12,382 $353,000
Q2 2023 Jul 14, 2023	SELL	$12.1 - $37.7 $242 - $754	-20 Reduced 0.14%	14,181 $507,000
Q1 2023 Apr 17, 2023	BUY	$12.89 - $23.85 $16,885 - $31,243	1,310 Added 10.16%	14,201 $225,000
Q4 2022 Feb 09, 2023	SELL	$12.25 - $24.9 $45,325 - $92,130	-3,700 Reduced 22.3%	12,891 $170,000
Q3 2022 Oct 31, 2022	BUY	$20.79 - $36.28 $35,696 - $62,292	1,717 Added 11.54%	16,591 $345,000
Q2 2022 Aug 03, 2022	BUY	$28.0 - $113.85 $174,160 - $708,147	6,220 Added 71.87%	14,874 $470,000
Q1 2022 Apr 28, 2022	BUY	$89.34 - $157.99 $373,441 - $660,398	4,180 Added 93.43%	8,654 $944,000
Q4 2021 Jan 07, 2022	BUY	$131.5 - $390.0 $397,130 - $1.18 Million	3,020 Added 207.7%	4,474 $677,000
Q3 2021 Nov 02, 2021	BUY	$113.09 - $336.34 $164,432 - $489,038	1,454 New	1,454 $460,000
Q2 2021 Jul 22, 2021	SELL	$84.05 - $170.0 $8,405 - $17,000	-100 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$43.99 - $164.87 $4,399 - $16,487	100 New	100 $13,000

420

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
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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