Upstart Holdings, Inc. UPST
Institutional shares held
37.9 Million
8.46M
calls
9.77M
puts
Total value of holdings
$885M
$197M
calls
$228M
puts
Market Cap
$1.9B
81,348,000
Shares Out.
Institutional ownership
46.64%
# of Institutions
328
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, PA7.13MShares$166 Million0.0% of portfolio
-
Black Rock Inc. New York, NY5.34MShares$125 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.26MShares$52.6 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.03MShares$47.3 Million0.05% of portfolio
-
State Street Corp Boston, MA1.87MShares$43.6 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.67MShares$38.9 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1.46MShares$34 Million0.01% of portfolio
-
Voloridge Investment Management, LLC Jupiter, FL1.02MShares$23.8 Million0.1% of portfolio
-
Coatue Management LLC New York, NY871KShares$20.3 Million0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY836KShares$19.5 Million0.0% 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 |
|---|---|---|---|---|---|
|
May 28
2024
|
Sanjay Datta Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
1,000
-0.26%
|
$23,000
$23.71 P/Share
|
|
May 23
2024
|
Natalia Mirgorodskaya Corporate Controller |
SELL
Open market or private sale
|
Direct |
2,156
-7.71%
|
$51,744
$24.27 P/Share
|
|
May 20
2024
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
4,383
-2.14%
|
$109,575
$25.62 P/Share
|
|
May 20
2024
|
Sanjay Datta Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
18,138
-4.53%
|
$453,450
$25.61 P/Share
|
|
May 20
2024
|
Natalia Mirgorodskaya Corporate Controller |
SELL
Open market or private sale
|
Direct |
1,188
-4.07%
|
$29,700
$25.61 P/Share
|
|
May 20
2024
|
Dave Girouard Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
2,997
-4.42%
|
$74,925
$25.62 P/Share
|
|
May 20
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
15,131
-1.66%
|
$378,275
$25.61 P/Share
|
|
May 17
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
16,164
+1.75%
|
$129,312
$8.88 P/Share
|
|
May 15
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
80,000
-4.2%
|
$2,320,000
$29.52 P/Share
|
|
May 15
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
80,000
+4.02%
|
$0
$0.89 P/Share
|
|
Apr 01
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
60,000
-6.29%
|
$1,560,000
$26.31 P/Share
|
|
Apr 01
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
60,000
+5.92%
|
$0
$0.6 P/Share
|
|
Mar 11
2024
|
Sanjay Datta Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
1,000
-0.25%
|
$27,000
$27.5 P/Share
|
|
Mar 04
2024
|
Sanjay Datta Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
1,000
-0.25%
|
$26,000
$26.21 P/Share
|
|
Mar 01
2024
|
Natalia Mirgorodskaya Corporate Controller |
SELL
Open market or private sale
|
Direct |
2,500
-7.9%
|
$62,500
$25.48 P/Share
|
|
Mar 01
2024
|
Natalia Mirgorodskaya Corporate Controller |
BUY
Exercise of conversion of derivative security
|
Direct |
2,500
+7.32%
|
$0
$0.43 P/Share
|
|
Mar 01
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
30,000
-1.63%
|
$750,000
$25.9 P/Share
|
|
Mar 01
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
30,000
+3.15%
|
$0
$0.6 P/Share
|
|
Feb 29
2024
|
Natalia Mirgorodskaya Corporate Controller |
BUY
Grant, award, or other acquisition
|
Direct |
919
+3.05%
|
-
|
|
Feb 29
2024
|
Paul Gu Chief Technology Offier |
BUY
Grant, award, or other acquisition
|
Direct |
61,201
+6.41%
|
-
|
Last 12 Months Summary
Buy / Acquisition
586K
Shares
From
13
Insiders
| Grant, award, or other acquisition | 161K shares |
|---|---|
| Exercise of conversion of derivative security | 425K shares |
Sell / Disposition
630K
Shares
From
5
Insiders
| Open market or private sale | 630K shares |
|---|