Upstart Holdings, Inc. - COM (UPST)

Historical Portfolio Holders from Q4 2020 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / COM
Shares, excl. options Q2 2024
38.9M
Holdings value Q2 2024
$918M
Value change Q2 2024
+$22.9M
Grand Portfolio weight change Q2 2024
+0%
Number of holders
262
Number of buys Q2 2024
128
Number of sells Q2 2024
-106
Average buys Q2 2024 %
+0%
Average sells Q2 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 19.9K $796K -$5.75M $40.00 6
2024 Q2 38.9M $918M +$22.9M $23.59 272
2024 Q1 36.5M $983M -$163M $26.89 271
2023 Q4 41.6M $1.7B +$181M $40.86 326
2023 Q3 37.2M $1.07B +$21.1M $28.54 291
2023 Q2 36M $1.29B +$270M $35.81 298
2023 Q1 29.6M $470M +$5.41M $15.89 257
2022 Q4 29.4M $389M -$58M $13.22 256
2022 Q3 31.5M $655M -$169M $20.79 267
2022 Q2 36.5M $1.15B -$360M $31.62 311
2022 Q1 39.4M $4.29B -$54.3M $109.09 471
2021 Q4 37.1M $5.62B -$796M $151.30 448
2021 Q3 39.8M $12.6B +$2.64B $316.44 420
2021 Q2 38.3M $4.7B -$487M $124.90 248
2021 Q1 36.8M $4.64B -$70.4M $128.86 127
2020 Q4 43.6M $1.73B +$1.56B $40.75 60