Summit Financial Strategies, Inc. Upstart Holdings, Inc. Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,561 shares of UPST stock, worth $298,973. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,561
Previous 10,399
56.14%
Holding current value
$298,973
Previous $416,000
32.69%
% of portfolio
0.03%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding UPST
# of Institutions
425Shares Held
49.7MCall Options Held
10.6MPut Options Held
11.7M-
Vanguard Group Inc Valley Forge, PA7.42MShares$487 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$371 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.31MShares$152 Million0.09% of portfolio
-
State Street Corp Boston, MA2.27MShares$148 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1.91MShares$125 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $5.33B
- 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.