A detailed history of Westside Investment Management, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Westside Investment Management, Inc. holds 3,650 shares of UPST stock, worth $250,061. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,650
Previous 4,050 9.88%
Holding current value
$250,061
Previous $95.5 Million 28.39%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 20, 2024

SELL
$22.9 - $44.11 $9,160 - $17,644
-400 Reduced 9.88%
3,650 $123 Million
Q4 2023

Jan 12, 2024

SELL
$20.87 - $47.31 $36,835 - $83,502
-1,765 Reduced 30.35%
4,050 $165 Million
Q2 2023

Jul 14, 2023

SELL
$12.1 - $37.7 $605 - $1,885
-50 Reduced 0.85%
5,815 $214 Million
Q1 2023

May 17, 2023

BUY
$12.89 - $23.85 $11,343 - $20,988
880 Added 17.65%
5,865 $93.2 Million
Q4 2022

Jan 31, 2023

SELL
$12.25 - $24.9 $6,602 - $13,421
-539 Reduced 9.76%
4,985 $20.7 Million
Q3 2022

Nov 09, 2022

BUY
$20.79 - $36.28 $12,889 - $22,493
620 Added 12.64%
5,524 $43.7 Million
Q2 2022

Jul 15, 2022

BUY
$28.0 - $113.85 $37,660 - $153,128
1,345 Added 37.79%
4,904 $155,000
Q1 2022

Apr 25, 2022

BUY
$89.34 - $157.99 $305,542 - $540,325
3,420 Added 2460.43%
3,559 $388,000
Q4 2021

Feb 15, 2022

BUY
$131.5 - $390.0 $5,128 - $15,210
39 Added 39.0%
139 $21,000
Q2 2021

Jul 28, 2021

BUY
$84.05 - $170.0 $8,405 - $17,000
100 New
100 $12,000

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 $5.57B
  • 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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