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

Wmg Financial Advisors, LLC

$246 Million
Q2 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 18,512 shares of UPST stock, worth $918,195. This represents 0.49% of its overall portfolio holdings.

Number of Shares

18,512

Previous 19,162 3.39%

Holding current value

$918,195

Previous $882,000 35.71%

% of portfolio

0.49%

Previous 0.41%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$34.8 - $64.85 $22,619 - $42,152	-650 Reduced 3.39%	18,512 $1.2 Million
Q1 2025 May 06, 2025	SELL	$46.03 - $88.77 $94,361 - $181,978	-2,050 Reduced 9.66%	19,162 $882,000
Q4 2024 Feb 06, 2025	SELL	$37.78 - $84.46 $864,973 - $1.93 Million	-22,895 Reduced 51.91%	21,212 $1.31 Million
Q3 2024 Oct 31, 2024	BUY	$22.9 - $44.11 $8,587 - $16,541	375 Added 0.86%	44,107 $1.76 Million
Q2 2024 Jul 30, 2024	SELL	$21.64 - $28.59 $116,856 - $154,386	-5,400 Reduced 10.99%	43,732 $1.03 Million
Q1 2024 May 07, 2024	SELL	$23.25 - $38.8 $46,500 - $77,600	-2,000 Reduced 3.91%	49,132 $1.32 Million
Q4 2023 Feb 08, 2024	SELL	$20.87 - $47.31 $600,805 - $1.36 Million	-28,788 Reduced 36.02%	51,132 $2.09 Million
Q2 2023 Aug 03, 2023	SELL	$12.1 - $37.7 $30,371 - $94,627	-2,510 Reduced 3.05%	79,920 $2.86 Million
Q1 2023 Apr 18, 2023	BUY	$12.89 - $23.85 $9,796 - $18,126	760 Added 0.93%	82,430 $1.31 Million
Q4 2022 Feb 10, 2023	BUY	$12.25 - $24.9 $33,712 - $68,524	2,752 Added 3.49%	81,670 $1.08 Million
Q3 2022 Oct 18, 2022	SELL	$20.79 - $36.28 $8,523 - $14,874	-410 Reduced 0.52%	78,918 $1.64 Million
Q2 2022 Aug 08, 2022	BUY	$28.0 - $113.85 $1.1 Million - $4.47 Million	39,303 Added 98.2%	79,328 $2.51 Million
Q1 2022 Apr 18, 2022	BUY	$89.34 - $157.99 $1.71 Million - $3.02 Million	19,125 Added 91.51%	40,025 $4.37 Million
Q4 2021 Feb 14, 2022	BUY	$131.5 - $390.0 $2.75 Million - $8.15 Million	20,900 New	20,900 $3.16 Million

Others Institutions Holding UPST

# of Institutions

513

Shares Held

63M

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 $4.03B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Account

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