Ieq Capital, LLC Upstart Holdings, Inc. Transaction History

Ieq Capital, LLC

$8.04 Billion
Q3 2024

A detailed history of Ieq Capital, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Ieq Capital, LLC holds 6,506 shares of UPST stock, worth $445,726. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,506

Holding current value

$445,726

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$22.9 - $44.11 $148,987 - $286,979	6,506 New	6,506 $260,000
Q4 2023 Feb 07, 2024	BUY	$20.87 - $47.31 $133,442 - $302,500	6,394 New	6,394 $261,000
Q2 2023 Aug 07, 2023	SELL	$12.1 - $37.7 $56,180 - $175,041	-4,643 Reduced 41.32%	6,593 $236,000
Q1 2023 May 01, 2023	BUY	$12.89 - $23.85 $144,832 - $267,978	11,236 New	11,236 $178,000
Q3 2022 Nov 03, 2022	SELL	$20.79 - $36.28 $84,823 - $148,022	-4,080 Reduced 24.26%	12,735 $265,000
Q2 2022 Jul 27, 2022	SELL	$28.0 - $113.85 $132,944 - $540,559	-4,748 Reduced 22.02%	16,815 $532,000
Q1 2022 Apr 26, 2022	BUY	$89.34 - $157.99 $436,872 - $772,571	4,890 Added 29.33%	21,563 $2.35 Million
Q4 2021 Jan 31, 2022	BUY	$131.5 - $390.0 $1.24 Million - $3.69 Million	9,458 Added 131.09%	16,673 $2.52 Million
Q3 2021 Nov 09, 2021	BUY	$113.09 - $336.34 $815,944 - $2.43 Million	7,215 New	7,215 $2.28 Million

Others Institutions Holding UPST

# of Institutions

420

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

Vanguard Group Inc Valley Forge, PA

7.42M
Shares

$509 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5.66M
Shares

$388 Million
0.0% of portfolio
D. E. Shaw & Co., Inc. New York, NY

2.31M
Shares

$159 Million
0.09% of portfolio
State Street Corp Boston, MA

2.27M
Shares

$155 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1.91M
Shares

$131 Million
0.01% of portfolio

View Full List

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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