A detailed history of Synergy Financial Group, LTD transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Synergy Financial Group, LTD holds 6,444 shares of UPST stock, worth $441,478. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,444
Holding current value
$441,478
% of portfolio
0.25%

Shares

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

Nov 15, 2024

BUY
$22.9 - $44.11 $147,567 - $284,244
6,444 New
6,444 $257,000
Q4 2023

Feb 14, 2024

BUY
$20.87 - $47.31 $137,491 - $311,678
6,588 New
6,588 $269,000
Q2 2023

Aug 16, 2023

BUY
$12.1 - $37.7 $77,996 - $243,014
6,446 New
6,446 $230,000
Q3 2022

Nov 01, 2022

BUY
$20.79 - $36.28 $33,929 - $59,208
1,632 Added 10.74%
16,834 $350,000
Q2 2022

Aug 04, 2022

BUY
$28.0 - $113.85 $59,164 - $240,565
2,113 Added 16.14%
15,202 $481,000
Q1 2022

Aug 03, 2022

BUY
$89.34 - $157.99 $293,303 - $518,681
3,283 Added 33.48%
13,089 $1.43 Million
Q4 2021

Feb 11, 2022

BUY
$131.5 - $390.0 $1.29 Million - $3.82 Million
9,806 New
9,806 $1.48 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 $5.57B
  • 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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