Upstart Holdings, Inc. UPST
Institutional shares held
57 Million
14.5M
calls
18.4M
puts
Total value of holdings
$4.74B
$1.21B
calls
$1.53B
puts
Market Cap
$6.44B
81,348,000
Shares Out.
Institutional ownership
70.06%
# of Institutions
476
We take great care to ensure that the data presented and summarized in this overview for Upstart Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UPST
View all-
Vanguard Group Inc Valley Forge, PA7.79MShares$617 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$449 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY3.29MShares$260 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.63MShares$209 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.41MShares$191 Million0.02% of portfolio
-
State Street Corp Boston, MA2.03MShares$161 Million0.01% of portfolio
-
Two Sigma Investments, LP New York, NY1.92MShares$152 Million0.28% of portfolio
-
Fred Alger Management, LLC New York, NY1.92MShares$152 Million0.6% of portfolio
-
Geode Capital Management, LLC Boston, MA1.85MShares$146 Million0.01% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny1.71MShares$135 Million0.25% of portfolio
Latest Institutional Activity in UPST
Top Purchases
Top Sells
About UPST
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.
Insider Transactions at UPST
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Feb 18
2025
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
41,667
-16.43%
|
$3,500,028
$84.66 P/Share
|
|
Feb 18
2025
|
Dave Girouard Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
41,667
+29.66%
|
$0
$0.83 P/Share
|
|
Jan 31
2025
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
24,066
+1.17%
|
$216,594
$9.52 P/Share
|
|
Jan 15
2025
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
41,667
-22.71%
|
$2,583,354
$62.81 P/Share
|
|
Jan 15
2025
|
Dave Girouard Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
41,667
+29.66%
|
$0
$0.83 P/Share
|
|
Jan 13
2025
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
30,792
+3.01%
|
$61,584
$2.15 P/Share
|
|
Jan 10
2025
|
Ciaran O'Kelly Director |
BUY
Grant, award, or other acquisition
|
Direct |
765
+2.7%
|
-
|
|
Jan 10
2025
|
Mary Hentges Director |
BUY
Grant, award, or other acquisition
|
Direct |
626
+2.32%
|
-
|
|
Jan 10
2025
|
Jeff Huber Director |
BUY
Grant, award, or other acquisition
|
Direct |
542
+2.09%
|
-
|
|
Jan 10
2025
|
Kerry Whorton Cooper Director |
BUY
Grant, award, or other acquisition
|
Indirect |
695
+3.59%
|
-
|
|
Jan 07
2025
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
50,000
+4.94%
|
$100,000
$2.15 P/Share
|
|
Dec 30
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
50,000
+5.19%
|
$100,000
$2.15 P/Share
|
|
Dec 26
2024
|
Natalia Mirgorodskaya Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,500
+13.67%
|
$3,500
$1.35 P/Share
|
|
Dec 16
2024
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
41,667
-12.38%
|
$3,458,361
$83.3 P/Share
|
|
Dec 16
2024
|
Dave Girouard Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
41,667
+29.66%
|
$0
$0.83 P/Share
|
|
Dec 06
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
40,226
-2.24%
|
$3,016,950
$75.78 P/Share
|
|
Dec 06
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
40,226
+4.26%
|
$40,226
$1.17 P/Share
|
|
Dec 05
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
4,019
-0.46%
|
$301,425
$75.0 P/Share
|
|
Dec 05
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
4,019
+0.46%
|
$4,019
$1.17 P/Share
|
|
Dec 04
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
28,155
-3.16%
|
$2,111,625
$75.06 P/Share
|
Last 12 Months Summary
Buy / Acquisition
1.46M
Shares
From
15
Insiders
| Grant, award, or other acquisition | 206K shares |
|---|---|
| Exercise of conversion of derivative security | 1.26M shares |
Sell / Disposition
1.32M
Shares
From
7
Insiders
| Open market or private sale | 1.32M shares |
|---|