Annex Advisory Services, LLC Upstart Holdings, Inc. Transaction History
Annex Advisory Services, LLC
- $3.52 Billion
- Q3 2025
A detailed history of Annex Advisory Services, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Annex Advisory Services, LLC holds 207,094 shares of UPST stock, worth $8.02 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
207,094Holding current value
$8.02 Million% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding UPST
# of Institutions
515Shares Held
64.5MCall Options Held
14.5MPut Options Held
16.1M-
Vanguard Group Inc Valley Forge, PA8.24MShares$319 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$219 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY4.48MShares$173 Million2.76% of portfolio
-
Slate Path Capital LP New York, NY2.73MShares$106 Million2.59% of portfolio
-
State Street Corp Boston, MA2.05MShares$79.4 Million0.0% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.15B
- 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.