A detailed history of Royal Fund Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Royal Fund Management, LLC holds 16,740 shares of UPST stock, worth $648,172. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,740
Previous 25,583 34.57%
Holding current value
$648,172
Previous $1.3 Million 50.12%
% of portfolio
0.06%
Previous 0.16%

Shares

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

Jan 15, 2026

SELL
$37.29 - $52.88 $329,755 - $467,617
-8,843 Reduced 34.57%
16,740 $648,000
Q3 2025

Oct 29, 2025

SELL
$50.8 - $84.13 $2 Million - $3.31 Million
-39,343 Reduced 60.6%
25,583 $1.3 Million
Q2 2025

Aug 13, 2025

SELL
$34.8 - $64.85 $14,407 - $26,847
-414 Reduced 0.63%
64,926 $4.2 Million
Q1 2025

May 14, 2025

BUY
$46.03 - $88.77 $3.01 Million - $5.8 Million
65,340 New
65,340 $3.01 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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