A detailed history of Capital Advantage, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Capital Advantage, Inc. holds 14,246 shares of UPST stock, worth $693,495. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,246
Previous 12,365 15.21%
Holding current value
$693,495
Previous $332,000 1.2%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

BUY
$21.64 - $28.59 $40,704 - $53,777
1,881 Added 15.21%
14,246 $336,000
Q1 2024

May 14, 2024

SELL
$23.25 - $38.8 $116 - $194
-5 Reduced 0.04%
12,365 $332,000
Q4 2023

Jan 22, 2024

BUY
$20.87 - $47.31 $258,161 - $585,224
12,370 New
12,370 $505,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $3.96B
  • 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

Track Capital Advantage, Inc. Portfolio

Follow Capital Advantage, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.