A detailed history of New Edge Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 697 shares of UPST stock, worth $26,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
697
Previous 697 -0.0%
Holding current value
$26,987
Previous $45,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$34.8 - $64.85 $45,239 - $84,304
-1,300 Reduced 65.1%
697 $45,000
Q1 2025

May 15, 2025

BUY
$46.03 - $88.77 $15,327 - $29,560
333 Added 20.01%
1,997 $91,000
Q4 2024

Feb 13, 2025

BUY
$37.78 - $84.46 $37,780 - $84,460
1,000 Added 150.6%
1,664 $102,000
Q3 2024

Nov 14, 2024

SELL
$22.9 - $44.11 $48,090 - $92,631
-2,100 Reduced 75.98%
664 $26,000
Q2 2024

Aug 15, 2024

SELL
$21.64 - $28.59 $8,244 - $10,892
-381 Reduced 12.11%
2,764 $65,000
Q1 2024

May 14, 2024

SELL
$23.25 - $38.8 $7,905 - $13,191
-340 Reduced 9.76%
3,145 $84,000
Q4 2023

Feb 13, 2024

BUY
$20.87 - $47.31 $4,320 - $9,793
207 Added 6.31%
3,485 $142,000
Q3 2023

Nov 14, 2023

BUY
$26.55 - $72.09 $6,478 - $17,589
244 Added 8.04%
3,278 $93,000
Q2 2023

Aug 14, 2023

SELL
$12.1 - $37.7 $7,332 - $22,846
-606 Reduced 16.65%
3,034 $108,000
Q1 2023

May 12, 2023

BUY
$12.89 - $23.85 $15,390 - $28,476
1,194 Added 48.81%
3,640 $57,000
Q4 2022

Feb 14, 2023

BUY
$12.25 - $24.9 $29,963 - $60,905
2,446 New
2,446 $32,000
Q2 2022

Aug 09, 2022

BUY
$28.0 - $113.85 $222,852 - $906,132
7,959 New
7,959 $252,000
Q1 2022

May 13, 2022

SELL
$89.34 - $157.99 $234,160 - $414,091
-2,621 Closed
0 $0
Q4 2021

Feb 17, 2022

SELL
$131.5 - $390.0 $327,829 - $972,270
-2,493 Reduced 48.75%
2,621 $397,000
Q3 2021

Oct 29, 2021

BUY
$113.09 - $336.34 $578,342 - $1.72 Million
5,114 New
5,114 $1.62 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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