A detailed history of West Oak Capital, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, West Oak Capital, LLC holds 25 shares of UPST stock, worth $1,710. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 25 -0.0%
Holding current value
$1,710
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 20, 2022

SELL
$89.34 - $157.99 $8,934 - $15,799
-100 Reduced 80.0%
25 $3,000
Q4 2021

Jan 12, 2022

BUY
$131.5 - $390.0 $3,287 - $9,750
25 Added 25.0%
125 $19,000
Q3 2021

Oct 07, 2021

BUY
$113.09 - $336.34 $11,309 - $33,634
100 New
100 $32,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $5.56B
  • 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
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