Upstart Holdings, Inc. UPST
Institutional shares held
49.9 Million
10.6M
calls
11.7M
puts
Total value of holdings
$3.36B
$715M
calls
$786M
puts
Market Cap
$5.56B
81,348,000
Shares Out.
Institutional ownership
61.38%
# of Institutions
420
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, PA7.42MShares$508 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$387 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.31MShares$158 Million0.09% of portfolio
-
State Street Corp Boston, MA2.27MShares$155 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1.91MShares$131 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA1.82MShares$124 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.71MShares$117 Million0.01% of portfolio
-
Two Sigma Investments, LP New York, NY1.6MShares$110 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.43MShares$97.7 Million0.0% of portfolio
-
Voloridge Investment Management, LLC Jupiter, FL1.34MShares$91.8 Million0.2% 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 |
|---|---|---|---|---|---|
|
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
|
|
Dec 04
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
28,155
+3.06%
|
$28,155
$1.17 P/Share
|
|
Dec 02
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
87,600
-1.59%
|
$6,132,000
$70.44 P/Share
|
|
Dec 02
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
87,600
+8.44%
|
$87,600
$1.17 P/Share
|
|
Dec 02
2024
|
Kerry Whorton Cooper Director |
SELL
Open market or private sale
|
Indirect |
500
-2.71%
|
$37,000
$74.59 P/Share
|
|
Dec 02
2024
|
Cassidy Sukhinder Singh Director |
SELL
Open market or private sale
|
Direct |
14,992
-9.46%
|
$1,079,424
$72.2 P/Share
|
|
Dec 02
2024
|
Cassidy Sukhinder Singh Director |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+30.06%
|
$80,000
$8.41 P/Share
|
|
Nov 29
2024
|
Cassidy Sukhinder Singh Director |
SELL
Open market or private sale
|
Direct |
15,000
-30.39%
|
$1,170,000
$78.14 P/Share
|
|
Nov 25
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
58,786
-2.16%
|
$4,467,736
$76.45 P/Share
|
|
Nov 25
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
58,786
+5.99%
|
$58,786
$1.17 P/Share
|
|
Nov 25
2024
|
Natalia Mirgorodskaya Officer |
SELL
Open market or private sale
|
Direct |
1,411
-7.05%
|
$108,647
$77.36 P/Share
|
|
Nov 25
2024
|
Scott Darling Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
3,000
-0.67%
|
$228,000
$76.43 P/Share
|
|
Nov 21
2024
|
Paul Gu Chief Technology Offier |
SELL
Open market or private sale
|
Direct |
21,214
-2.4%
|
$1,591,050
$75.03 P/Share
|
|
Nov 21
2024
|
Paul Gu Chief Technology Offier |
BUY
Exercise of conversion of derivative security
|
Direct |
21,214
+1.19%
|
$21,214
$1.17 P/Share
|
Last 12 Months Summary
Buy / Acquisition
1.33M
Shares
From
15
Insiders
| Grant, award, or other acquisition | 211K shares |
|---|---|
| Exercise of conversion of derivative security | 1.12M shares |
Sell / Disposition
1.39M
Shares
From
7
Insiders
| Open market or private sale | 1.39M shares |
|---|