A detailed history of Capital Advisors, Ltd. LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 3 shares of UPST stock, worth $205. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Holding current value
$205
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$22.9 - $44.11 $68 - $132
3 New
3 $0
Q3 2022

Nov 09, 2022

SELL
$20.79 - $36.28 $228 - $399
-11 Reduced 73.33%
4 $0
Q2 2022

Aug 05, 2022

BUY
$28.0 - $113.85 $420 - $1,707
15 New
15 $0
Q1 2022

May 09, 2022

SELL
$89.34 - $157.99 $89 - $157
-1 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$131.5 - $390.0 $131 - $390
1 New
1 $0

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 $5.57B
  • 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
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