A detailed history of Legacy Capital Group California, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 34,180 shares of UPST stock, worth $1.75 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
34,180
Previous 34,366 0.54%
Holding current value
$1.75 Million
Previous $811 Million 68.69%
% of portfolio
0.45%
Previous 0.29%

Shares

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

Oct 23, 2024

SELL
$22.9 - $44.11 $4,259 - $8,204
-186 Reduced 0.54%
34,180 $1.37 Billion
Q2 2024

Jul 22, 2024

SELL
$21.64 - $28.59 $31,702 - $41,884
-1,465 Reduced 4.09%
34,366 $811 Million
Q1 2024

May 07, 2024

SELL
$23.25 - $38.8 $21,576 - $36,006
-928 Reduced 2.52%
35,831 $963 Million
Q4 2023

Feb 08, 2024

BUY
$20.87 - $47.31 $62,630 - $141,977
3,001 Added 8.89%
36,759 $1.5 Billion
Q3 2023

Nov 06, 2023

BUY
$26.55 - $72.09 $15,903 - $43,181
599 Added 1.81%
33,758 $963 Million
Q2 2023

Aug 10, 2023

BUY
$12.1 - $37.7 $401,223 - $1.25 Million
33,159 New
33,159 $1.19 Billion

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 $4.16B
  • 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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