A detailed history of Holos Integrated Wealth LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 2,041 shares of UPST stock, worth $79,027. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,041
Holding current value
$79,027
% of portfolio
0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026

BUY
$37.29 - $52.88 $76,108 - $107,928
2,041 New
2,041 $93.6 Million

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 $3.15B
  • 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.
More about UPST
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