UPST Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 18.06%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $10,005,843.28

Upstart Insider Trading History Chart

Upstart Share Price & Price History

^$21.87

▼ -0.44 (-1.97%)

As of 04/19/2024 01:00 AM ET

Days: 30 | 90 | 365

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Upstart Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/1/2024	Paul Gu	CTO	Sell	60,000	$26.31	$1,578,600.00	893,596
3/11/2024	Sanjay Datta	CFO	Sell	1,000	$27.50	$27,500.00	400,536
3/1/2024	Natalia Mirgorodskaya	Insider	Sell	2,500	$25.48	$63,700.00	29,165
2/23/2024	Natalia Mirgorodskaya	Insider	Sell	1,919	$24.30	$46,631.70	28,246
2/12/2024	Sanjay Datta	CFO	Sell	1,000	$33.84	$33,840.00	354,090
1/29/2024	Sanjay Datta	CFO	Sell	1,000	$32.62	$32,620.00	356,090
1/29/2024	Scott Darling	Insider	Sell	1,298	$35.38	$45,923.24	169,527
1/25/2024	Scott Darling	Insider	Sell	60	$35.06	$2,103.60	170,437
1/22/2024	Sanjay Datta	CFO	Sell	1,000	$33.71	$33,710.00	357,090
1/16/2024	Sanjay Datta	CFO	Sell	1,000	$31.04	$31,040.00	358,090
1/8/2024	Sanjay Datta	CFO	Sell	1,000	$34.14	$34,140.00	359,090
12/26/2023	Sanjay Datta	CFO	Sell	1,000	$44.55	$44,550.00	361,090
12/26/2023	Scott Darling	Insider	Sell	2,043	$45.18	$92,302.74	172,527
12/22/2023	Scott Darling	Insider	Sell	5,285	$45.10	$238,353.50	172,527
12/18/2023	Sanjay Datta	CFO	Sell	1,000	$43.99	$43,990.00	362,090
12/11/2023	Sanjay Datta	CFO	Sell	1,000	$37.76	$37,760.00	363,090
12/6/2023	Paul Gu	CTO	Sell	10,000	$35.04	$350,400.00	848,063
12/6/2023	Scott Darling	Insider	Sell	4,206	$36.19	$152,215.14	175,527
12/4/2023	Sanjay Datta	CFO	Sell	1,000	$31.51	$31,510.00	364,090
12/1/2023	Paul Gu	CTO	Sell	40,000	$27.19	$1,087,600.00	848,063
11/27/2023	Sanjay Datta	CFO	Sell	1,000	$23.80	$23,800.00	365,090
11/27/2023	Scott Darling	Insider	Sell	200	$25.02	$5,004.00	176,327
11/24/2023	Natalia Mirgorodskaya	Insider	Sell	2,444	$23.25	$56,823.00	30,833
11/21/2023	Dave Girouard	CEO	Sell	4,265	$24.01	$102,402.65	72,028
11/21/2023	Natalia Mirgorodskaya	Insider	Sell	1,437	$23.99	$34,473.63	33,277
11/21/2023	Paul Gu	CTO	Sell	19,513	$23.99	$468,116.87	848,063
11/6/2023	Sanjay Datta	CFO	Sell	1,000	$31.00	$31,000.00	389,764
11/2/2023	Scott Darling	Insider	Sell	480	$26.60	$12,768.00	182,588
10/30/2023	Sanjay Datta	CFO	Sell	1,000	$23.73	$23,730.00	390,764
10/24/2023	Scott Darling	Insider	Sell	520	$25.37	$13,192.40	183,068
10/23/2023	Sanjay Datta	CFO	Sell	1,000	$23.97	$23,970.00	391,764
10/16/2023	Sanjay Datta	CFO	Sell	1,000	$27.35	$27,350.00	392,764
10/10/2023	Paul Gu	CTO	Sell	5,000	$30.05	$150,250.00	867,576
10/9/2023	Sanjay Datta	CFO	Sell	1,000	$26.73	$26,730.00	393,764
10/2/2023	Paul Gu	CTO	Sell	15,000	$28.50	$427,500.00	867,576
10/2/2023	Sanjay Datta	CFO	Sell	1,000	$28.74	$28,740.00	394,764
9/25/2023	Scott Darling	Insider	Sell	1,000	$26.58	$26,580.00	183,588
9/18/2023	Sanjay Datta	CFO	Sell	1,000	$29.50	$29,500.00	396,764
9/11/2023	Sanjay Datta	CFO	Sell	1,000	$31.09	$31,090.00	397,764
9/6/2023	Paul Gu	CTO	Sell	5,000	$35.02	$175,100.00	867,576
9/6/2023	Scott Darling	Insider	Sell	200	$35.08	$7,016.00	184,588
9/5/2023	Sanjay Datta	CFO	Sell	1,000	$32.53	$32,530.00	398,764
9/1/2023	Paul Gu	CTO	Sell	20,000	$32.33	$646,600.00	867,576
8/30/2023	Natalia Mirgorodskaya	Insider	Sell	5,604	$32.16	$180,224.64	34,714
8/28/2023	Scott Darling	Insider	Sell	1,670	$29.92	$49,966.40	184,588
8/24/2023	Natalia Mirgorodskaya	Insider	Sell	1,421	$33.00	$46,893.00	37,318
8/22/2023	Dave Girouard	CEO	Sell	3,620	$32.64	$118,156.80	76,293
8/22/2023	Natalia Mirgorodskaya	Insider	Sell	732	$32.64	$23,892.48	38,739
8/22/2023	Paul Gu	CTO	Sell	18,003	$32.63	$587,437.89	867,576
8/22/2023	Sanjay Datta	CFO	Sell	20,013	$32.62	$652,824.06	399,764
7/19/2023	Natalia Mirgorodskaya	Insider	Sell	2,000	$60.00	$120,000.00	39,470
5/26/2023	Sanjay Datta	CFO	Sell	26,072	$23.99	$625,467.28	419,777
5/25/2023	Natalia Mirgorodskaya	Insider	Sell	1,514	$27.76	$42,028.64	39,470
5/23/2023	Dave Girouard	CEO	Sell	3,153	$26.93	$84,910.29	79,913
5/23/2023	Paul Gu	CTO	Sell	13,340	$26.91	$358,979.40	884,488
5/23/2023	Sanjay Datta	CFO	Sell	17,419	$26.92	$468,919.48	445,849
5/23/2023	Scott Darling	Insider	Sell	3,665	$26.93	$98,698.45	189,799
5/8/2023	Sanjay Datta	CFO	Sell	3,200	$13.25	$42,400.00	463,268
5/1/2023	Sanjay Datta	CFO	Sell	3,200	$13.84	$44,288.00	463,268
4/24/2023	Sanjay Datta	CFO	Sell	3,200	$15.00	$48,000.00	463,268
4/17/2023	Sanjay Datta	CFO	Sell	3,200	$15.18	$48,576.00	448,268
4/10/2023	Sanjay Datta	CFO	Sell	3,200	$16.69	$53,408.00	448,268
4/3/2023	Sanjay Datta	CFO	Sell	3,200	$15.75	$50,400.00	448,268
3/27/2023	Sanjay Datta	CFO	Sell	3,200	$13.24	$42,368.00	448,268
3/20/2023	Sanjay Datta	CFO	Sell	3,200	$15.16	$48,512.00	448,268
3/13/2023	Sanjay Datta	CFO	Sell	3,200	$15.14	$48,448.00	280,670
3/6/2023	Sanjay Datta	CFO	Sell	3,200	$19.17	$61,344.00	280,670
2/21/2023	Dave Girouard	CEO	Sell	4,048	$18.14	$73,430.72	83,066
2/21/2023	Natalia Mirgorodskaya	Insider	Sell	890	$18.15	$16,153.50	41,190
2/21/2023	Paul Gu	CTO	Sell	9,674	$18.14	$175,486.36	730,230
2/21/2023	Sanjay Datta	CFO	Sell	13,872	$18.05	$250,389.60	280,670
2/13/2023	Sanjay Datta	CFO	Sell	3,200	$16.21	$51,872.00	290,585
1/30/2023	Sanjay Datta	CFO	Sell	3,200	$18.82	$60,224.00	290,585
1/23/2023	Sanjay Datta	CFO	Sell	3,200	$17.48	$55,936.00	275,585
1/17/2023	Sanjay Datta	CFO	Sell	3,200	$17.02	$54,464.00	275,585
1/9/2023	Sanjay Datta	CFO	Sell	3,200	$13.48	$43,136.00	275,585
1/3/2023	Sanjay Datta	CFO	Sell	3,200	$13.58	$43,456.00	275,585
12/27/2022	Sanjay Datta	CFO	Sell	3,200	$12.99	$41,568.00	275,585
12/19/2022	Sanjay Datta	CFO	Sell	3,200	$15.38	$49,216.00	257,285
12/12/2022	Sanjay Datta	CFO	Sell	3,200	$17.00	$54,400.00	257,285
12/5/2022	Sanjay Datta	CFO	Sell	3,200	$18.74	$59,968.00	257,285
11/28/2022	Sanjay Datta	CFO	Sell	3,200	$18.11	$57,952.00	53,508
11/25/2022	Natalia Mirgorodskaya	Insider	Sell	424	$18.02	$7,640.48	41,323
11/22/2022	Natalia Mirgorodskaya	Insider	Sell	769	$18.68	$14,364.92	41,747
11/21/2022	Sanjay Datta	CFO	Sell	3,200	$18.55	$59,360.00	53,508
11/14/2022	Sanjay Datta	CFO	Sell	2,300	$22.01	$50,623.00	53,508
11/11/2022	Kerry Whorton Cooper	Director	Sell	2,000	$20.92	$41,840.00	768
8/25/2022	Natalia Mirgorodskaya	Insider	Sell	420	$27.35	$11,487.00	24,602
8/23/2022	Natalia Mirgorodskaya	Insider	Sell	238	$27.30	$6,497.40	25,022
8/18/2022	Natalia Mirgorodskaya	Insider	Sell	706	$33.27	$23,488.62	25,260
6/24/2022	Alison Nicoll	General Counsel	Sell	15,000	$40.31	$604,650.00	412,983
5/25/2022	Alison Nicoll	General Counsel	Sell	7,500	$40.32	$302,400.00	412,983
5/24/2022	Natalia Mirgorodskaya	Insider	Sell	283	$36.15	$10,230.45	25,966
5/18/2022	Alison Nicoll	General Counsel	Sell	7,500	$48.75	$365,625.00	274,155
5/16/2022	Alison Nicoll	General Counsel	Sell	600	$40.09	$24,054.00	274,155
5/4/2022	Alison Nicoll	General Counsel	Sell	7,500	$89.62	$672,150.00	186,367
5/2/2022	Dave Girouard	CEO	Sell	41,667	$80.00	$3,333,360.00	87,114
4/27/2022	Alison Nicoll	General Counsel	Sell	7,500	$73.22	$549,150.00	186,367
4/20/2022	Alison Nicoll	General Counsel	Sell	7,500	$81.30	$609,750.00	186,367
4/13/2022	Alison Nicoll	General Counsel	Sell	7,500	$86.52	$648,900.00	186,367
4/6/2022	Alison Nicoll	General Counsel	Sell	7,500	$96.75	$725,625.00	186,367
4/1/2022	Dave Girouard	CEO	Sell	83,333	$108.39	$9,032,463.87	87,114
3/30/2022	Alison Nicoll	General Counsel	Sell	7,500	$119.63	$897,225.00
3/23/2022	Alison Nicoll	General Counsel	Sell	7,500	$121.94	$914,550.00
3/16/2022	Alison Nicoll	General Counsel	Sell	7,500	$104.38	$782,850.00
3/9/2022	Alison Nicoll	General Counsel	Sell	7,500	$117.92	$884,400.00
3/2/2022	Alison Nicoll	General Counsel	Sell	7,500	$146.64	$1,099,800.00
2/23/2022	Natalia Mirgorodskaya	Insider	Sell	208	$116.68	$24,269.44
2/16/2022	Alison Nicoll	General Counsel	Sell	7,500	$144.05	$1,080,375.00
2/9/2022	Alison Nicoll	General Counsel	Sell	7,500	$108.99	$817,425.00
2/2/2022	Alison Nicoll	General Counsel	Sell	7,500	$108.26	$811,950.00
2/1/2022	Dave Girouard	CEO	Sell	83,333	$109.37	$9,114,130.21
1/26/2022	Alison Nicoll	General Counsel	Sell	7,500	$100.64	$754,800.00
1/19/2022	Alison Nicoll	General Counsel	Sell	7,500	$108.27	$812,025.00
1/12/2022	Alison Nicoll	General Counsel	Sell	7,500	$121.74	$913,050.00
1/5/2022	Alison Nicoll	General Counsel	Sell	7,500	$132.75	$995,625.00
1/3/2022	Dave Girouard	CEO	Sell	83,333	$148.48	$12,373,283.84
12/29/2021	Alison Nicoll	General Counsel	Sell	7,500	$146.41	$1,098,075.00
12/22/2021	Alison Nicoll	General Counsel	Sell	7,500	$145.88	$1,094,100.00
12/15/2021	Alison Nicoll	General Counsel	Sell	7,500	$146.24	$1,096,800.00
12/8/2021	Alison Nicoll	General Counsel	Sell	7,500	$191.83	$1,438,725.00
12/3/2021	Daniel S. Loeb	Major Shareholder	Sell	395,000	$178.22	$70,396,900.00
12/1/2021	Alison Nicoll	General Counsel	Sell	7,500	$194.21	$1,456,575.00
12/1/2021	Dave Girouard	CEO	Sell	12,498	$202.45	$2,530,220.10
11/26/2021	Natalia Mirgorodskaya	Insider	Sell	259	$201.30	$52,136.70
11/24/2021	Alison Nicoll	General Counsel	Sell	7,500	$203.73	$1,527,975.00
11/23/2021	Daniel S. Loeb	Major Shareholder	Sell	200,000	$198.14	$39,628,000.00
11/23/2021	Natalia Mirgorodskaya	Insider	Sell	278	$198.52	$55,188.56
11/19/2021	Sukhinder Singh Cassidy	Director	Sell	5,000	$211.76	$1,058,800.00
11/19/2021	Daniel S. Loeb	Major Shareholder	Sell	750,000	$212.96	$159,720,000.00
11/17/2021	Alison Nicoll	General Counsel	Sell	12,500	$238.47	$2,980,875.00
11/15/2021	Mary Hentges	Director	Sell	30,000	$245.89	$7,376,700.00
11/15/2021	Paul Gu	SVP	Sell	39,000	$244.94	$9,552,660.00
11/11/2021	Hilliard C. Terry, III	Director	Sell	60,000	$251.15	$15,069,000.00
11/1/2021	Dave Girouard	CEO	Sell	12,498	$330.02	$4,124,589.96
10/27/2021	Alison Nicoll	General Counsel	Sell	22,500	$320.78	$7,217,550.00
10/20/2021	Alison Nicoll	General Counsel	Sell	22,500	$359.87	$8,097,075.00
10/15/2021	Paul Gu	SVP	Sell	155,000	$390.73	$60,563,150.00
10/13/2021	Alison Nicoll	General Counsel	Sell	22,500	$337.34	$7,590,150.00
10/6/2021	Alison Nicoll	General Counsel	Sell	22,500	$301.00	$6,772,500.00
10/1/2021	Dave Girouard	CEO	Sell	12,498	$309.10	$3,863,131.80
9/22/2021	Alison Nicoll	General Counsel	Sell	22,500	$321.65	$7,237,125.00
9/15/2021	Alison Nicoll	General Counsel	Sell	22,500	$270.88	$6,094,800.00
9/15/2021	Paul Gu	SVP	Sell	155,000	$270.40	$41,912,000.00
9/8/2021	Alison Nicoll	General Counsel	Sell	22,500	$269.75	$6,069,375.00
9/1/2021	Alison Nicoll	General Counsel	Sell	22,500	$225.41	$5,071,725.00
9/1/2021	Dave Girouard	CEO	Sell	125,000	$225.43	$28,178,750.00
8/25/2021	Alison Nicoll	General Counsel	Sell	22,500	$217.98	$4,904,550.00
8/25/2021	Natalia Mirgorodskaya	Insider	Sell	271	$218.80	$59,294.80
8/23/2021	Daniel S. Loeb	Major Shareholder	Sell	484,400	$202.62	$98,149,128.00
8/20/2021	Daniel S. Loeb	Major Shareholder	Sell	396,822	$199.62	$79,213,607.64
8/20/2021	Natalia Mirgorodskaya	Insider	Sell	267	$195.64	$52,235.88
8/19/2021	Anna M. Counselman	SVP	Sell	608,355	$201.73	$122,723,454.15
8/18/2021	Alison Nicoll	General Counsel	Sell	22,500	$213.93	$4,813,425.00
8/16/2021	Paul Gu	SVP	Sell	155,000	$201.88	$31,291,400.00
8/12/2021	Natalia Mirgorodskaya	Insider	Sell	16,351	$167.62	$2,740,754.62

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From DTI | Ad

Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here

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SEC Filings (Institutional Ownership Changes) for Upstart (NASDAQ:UPST)

63.01% of Upstart stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Upstart Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/11/2024	Vanguard Group Inc.	7,013,918	$286.59M	0.0%	+2.3%	8.115%
3/8/2024	ICA Group Wealth Management LLC	1,486	$61K	0.0%	N/A	0.002%
2/28/2024	American International Group Inc.	36,406	$1.49M	0.0%	+1.2%	0.042%
2/22/2024	Sierra Summit Advisors LLC	6,664	$0.27M	0.1%	N/A	0.008%
2/16/2024	Price T Rowe Associates Inc. MD	39,580	$1.62M	0.0%	+5.0%	0.047%
2/16/2024	Harbour Investments Inc.	15,165	$0.62M	0.0%	-6.5%	0.018%
2/16/2024	GSA Capital Partners LLP	12,056	$0.49M	0.0%	-17.8%	0.014%
2/15/2024	Mercer Global Advisors Inc. ADV	26,046	$1.06M	0.0%	+198.6%	0.031%
2/15/2024	Legal & General Group Plc	71,562	$2.92M	0.0%	+4.1%	0.084%
2/15/2024	Vanguard Group Inc.	7,013,918	$286.59M	0.0%	+2.3%	8.246%
2/15/2024	Voloridge Investment Management LLC	1,014,365	$41.45M	0.2%	-18.8%	1.193%
2/15/2024	Nwam LLC	5,340	$0.22M	0.0%	N/A	0.006%
2/15/2024	Nuveen Asset Management LLC	204,956	$8.38M	0.0%	+1.9%	0.241%
2/15/2024	Occudo Quantitative Strategies LP	42,388	$1.73M	0.2%	N/A	0.050%
2/15/2024	Price T Rowe Associates Inc. MD	39,580	$1.62M	0.0%	+5.0%	0.047%
2/15/2024	Gotham Asset Management LLC	5,525	$0.23M	0.0%	N/A	0.006%
2/15/2024	Bayesian Capital Management LP	17,559	$0.72M	0.1%	-67.2%	0.021%
2/15/2024	Brevan Howard Capital Management LP	15,968	$0.65M	0.0%	N/A	0.019%
2/15/2024	Coatue Management LLC	684,792	$27.98M	0.1%	-58.9%	0.805%
2/14/2024	Pathstone Holdings LLC	395,545	$16.16M	0.1%	N/A	0.465%
2/14/2024	Creative Planning	26,805	$1.10M	0.0%	+74.3%	0.032%
2/14/2024	Balyasny Asset Management L.P.	20,463	$0.84M	0.0%	+139.2%	0.024%
2/14/2024	Seven Eight Capital LP	42,172	$1.72M	0.2%	-60.1%	0.050%
2/13/2024	Northern Trust Corp	711,831	$29.09M	0.0%	-1.0%	0.837%
2/13/2024	American International Group Inc.	36,406	$1.49M	0.0%	+1.2%	0.043%
2/13/2024	Public Employees Retirement Association of Colorado	5,524	$0.23M	0.0%	+114.6%	0.006%
2/13/2024	Tower Research Capital LLC TRC	72,181	$2.95M	0.0%	+7,265.4%	0.085%
2/13/2024	First Trust Advisors LP	314,171	$12.84M	0.0%	+33.5%	0.369%
2/13/2024	Rafferty Asset Management LLC	17,162	$0.70M	0.0%	-29.8%	0.020%
2/13/2024	KBC Group NV	1,646	$67K	0.0%	N/A	0.002%
2/13/2024	Summit Financial Strategies Inc.	6,780	$0.28M	0.0%	N/A	0.008%
2/13/2024	California State Teachers Retirement System	75,555	$3.09M	0.0%	-3.2%	0.089%
2/12/2024	BOCHK Asset Management Ltd	1,500	$61K	0.0%	N/A	0.002%
2/12/2024	IPG Investment Advisors LLC	6,775	$0.28M	0.1%	N/A	0.008%
2/12/2024	Hilltop Holdings Inc.	35,654	$1.46M	0.2%	-8.7%	0.042%
2/12/2024	Hsbc Holdings PLC	29,535	$1.21M	0.0%	+8.2%	0.035%
2/9/2024	Advisory Services Network LLC	12,627	$0.52M	0.0%	-74.3%	0.015%
2/9/2024	Cassady Schiller Wealth Management LLC	2,748	$0.11M	0.1%	+23.7%	0.003%
2/9/2024	US Bancorp DE	3,868	$0.16M	0.0%	-14.8%	0.005%
2/9/2024	Cambridge Investment Research Advisors Inc.	29,873	$1.22M	0.0%	+14.6%	0.035%
2/9/2024	Norges Bank	465,418	$19.02M	0.0%	N/A	0.547%
2/8/2024	Independent Advisor Alliance	6,569	$0.27M	0.0%	N/A	0.008%
2/8/2024	Level Four Advisory Services LLC	25,763	$1.05M	0.1%	-26.7%	0.030%
2/8/2024	WMG Financial Advisors LLC	51,132	$2.09M	1.4%	-6.2%	0.060%
2/8/2024	Legacy Capital Group California Inc.	36,759	$1.50M	0.6%	+8.9%	0.043%
2/8/2024	Baader Bank Aktiengesellschaft	11,266	$0.46M	0.0%	-24.9%	0.013%
2/8/2024	Mitsubishi UFJ Asset Management Co. Ltd.	5,474	$0.22M	0.0%	-16.8%	0.006%
2/7/2024	Ieq Capital LLC	6,394	$0.26M	0.0%	N/A	0.008%
2/7/2024	Principal Financial Group Inc.	8,450	$0.35M	0.0%	+12.2%	0.010%
2/7/2024	Dimensional Fund Advisors LP	25,015	$1.02M	0.0%	+1.6%	0.029%
2/7/2024	QRG Capital Management Inc.	5,355	$0.22M	0.0%	N/A	0.006%
2/6/2024	Charles Schwab Investment Management Inc.	573,176	$23.42M	0.0%	+3.1%	0.674%
2/6/2024	Apollon Wealth Management LLC	12,590	$0.51M	0.0%	+30.4%	0.015%
2/6/2024	TCI Wealth Advisors Inc.	33,883	$1.38M	0.1%	+10.0%	0.040%
2/6/2024	Amalgamated Bank	10,344	$0.42M	0.0%	-6.5%	0.012%
2/6/2024	Swiss National Bank	140,500	$5.74M	0.0%	-9.1%	0.165%
2/6/2024	Orion Capital Management LLC	5,700	$0.23M	0.1%	+18.3%	0.007%
2/5/2024	Victory Capital Management Inc.	9,754	$0.40M	0.0%	-91.8%	0.011%
2/5/2024	AtonRa Partners	3,959	$0.16M	0.3%	-23.7%	0.005%
2/2/2024	Headlands Technologies LLC	5,179	$0.21M	0.1%	N/A	0.006%
2/2/2024	Truist Financial Corp	12,038	$0.49M	0.0%	-32.0%	0.014%
2/2/2024	Bank Julius Baer & Co. Ltd Zurich	58,899	$2.41M	0.0%	+9.1%	0.069%
2/2/2024	Atria Wealth Solutions Inc.	7,327	$0.30M	0.0%	N/A	0.009%
2/2/2024	Harvest Fund Management Co. Ltd	1,859	$76K	0.0%	N/A	0.002%
2/1/2024	GAMMA Investing LLC	605	$25K	0.0%	N/A	0.001%
2/1/2024	National Wealth Management Group LLC	7,979	$0.33M	0.3%	N/A	0.009%
2/1/2024	New York State Common Retirement Fund	29,707	$1.21M	0.0%	-2.9%	0.035%
2/1/2024	Duality Advisers LP	9,861	$0.40M	0.0%	-45.8%	0.012%
2/1/2024	Handelsbanken Fonder AB	12,000	$0.49M	0.0%	+20.0%	0.014%
2/1/2024	Signaturefd LLC	1,101	$45K	0.0%	-38.0%	0.001%
1/31/2024	J.W. Cole Advisors Inc.	11,425	$0.47M	0.0%	N/A	0.013%
1/31/2024	Daiwa Securities Group Inc.	2,395	$98K	0.0%	-19.2%	0.003%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	15,400	$0.63M	0.0%	+15.3%	0.018%
1/30/2024	SVB Wealth LLC	52,569	$2.15M	0.1%	+98.9%	0.062%
1/30/2024	Strs Ohio	1,400	$57K	0.0%	N/A	0.002%
1/30/2024	Carnegie Capital Asset Management LLC	171,558	$7.01M	0.2%	+83.8%	0.202%
1/29/2024	Valeo Financial Advisors LLC	7,431	$0.30M	0.0%	-40.0%	0.009%
1/25/2024	International Assets Investment Management LLC	8,070	$0.33M	0.0%	-11.1%	0.009%
1/25/2024	Nisa Investment Advisors LLC	21,710	$0.89M	0.0%	+805.7%	0.026%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	1,018,354	$41.61M	0.1%	+0.6%	1.197%
1/24/2024	Stratos Wealth Partners LTD.	11,805	$0.48M	0.0%	+5.5%	0.014%
1/24/2024	Prime Capital Investment Advisors LLC	10,755	$0.44M	0.0%	+23.4%	0.013%
1/24/2024	International Assets Investment Management LLC	329,740	$13.47M	0.0%	+3,532.7%	0.388%
1/24/2024	Asset Management One Co. Ltd.	1,334	$59K	0.0%	-27.1%	0.002%
1/23/2024	Capital Advantage Inc.	12,370	$0.51M	0.1%	N/A	0.015%
1/19/2024	AdvisorNet Financial Inc	5,165	$0.21M	0.0%	+24.0%	0.006%
1/17/2024	Connective Portfolio Management LLC	11,000	$0.45M	0.9%	N/A	0.013%
1/16/2024	Kingswood Wealth Advisors LLC	7,200	$0.29M	0.0%	N/A	0.008%
1/16/2024	Raymond James Financial Services Advisors Inc.	87,080	$3.56M	0.0%	+8.9%	0.102%
1/16/2024	Raymond James & Associates	20,895	$0.85M	0.0%	N/A	0.025%
1/16/2024	Compagnie Lombard Odier SCmA	1,600	$65K	0.0%	-27.3%	0.002%
1/12/2024	SG Americas Securities LLC	33,794	$1.38M	0.0%	+28.1%	0.040%
1/12/2024	Westside Investment Management Inc.	4,050	$0.17M	0.0%	-30.4%	0.005%
1/12/2024	Mezzasalma Advisors LLC	6,705	$0.27M	0.1%	-6.0%	0.008%
12/18/2023	Vanguard Group Inc.	6,856,199	$195.68M	0.0%	+1.3%	8.060%
11/30/2023	American Century Companies Inc.	27,897	$0.80M	0.0%	+11.6%	0.033%
11/27/2023	Banque Pictet & Cie SA	80,000	$2.28M	0.0%	N/A	0.094%
11/24/2023	Deutsche Bank AG	73,137	$2.09M	0.0%	+4.5%	0.086%
11/21/2023	Comerica Bank	938	$27K	0.0%	N/A	0.001%
11/16/2023	Orion Capital Management LLC	4,820	$0.14M	0.1%	-15.6%	0.006%

Data available starting January 2016

Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform includes personal loans, automotive retail and refinance loans, home equity lines of credit, and small dollar loans that connects consumer demand for loans to its to bank and credit unions. Upstart Holdings, Inc. was founded in 2012 and is headquartered in San Mateo, California.

Today's Range

Now: $21.87

$21.52

$22.48

50 Day Range

MA: $25.62

$21.87

$35.47

52 Week Range

Now: $21.87

$11.93

$72.58

Volume

3,752,615 shs

Average Volume

6,869,826 shs

Market Capitalization

$1.92 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.94

Who are the company insiders with the largest holdings of Upstart?: Upstart's top insider investors include:
Paul Gu (CTO)
Sanjay Datta (CFO)
Alison Nicoll (General Counsel)
Scott Darling (Insider)
Dave Girouard (CEO)
Natalia Mirgorodskaya (Insider)
Kerry Whorton Cooper (Director)
Learn More about top insider investors at Upstart.