A detailed history of Resources Investment Advisors, Llc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 6,732 shares of UPST stock, worth $260,663. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,732
Previous 8,033 16.2%
Holding current value
$260,663
Previous $519,000 34.3%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$50.8 - $84.13 $66,090 - $109,453
-1,301 Reduced 16.2%
6,732 $341,000
Q2 2025

Aug 07, 2025

BUY
$34.8 - $64.85 $279,548 - $520,940
8,033 New
8,033 $519,000

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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