Stock TransactionsUPSTART HLDGS INC

Total Bought
193,013
9 transactions
Total Sold
65,895
11 transactions
Net
+127,118
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Gator Capital Management, LLC20,000161,490+141,4900.101.20+1.10buy
Headlands Technologies LLC79,501113,300+33,7990.230.43+0.19buy
Portman Square Capital LLP11,81019,036+7,2260.050.11+0.07buy
TCI Wealth Advisors, Inc.48,38952,706+4,3170.070.08+0.01buy
Gemmer Asset Management LLC25,39329,707+4,3140.050.07+0.02buy
Bank Julius Baer & Co. Ltd, Zurich83,94185,480+1,5390.010.01+0.00buy
Phoenix Financial Ltd.12,31212,612+3000.000.00+0.00buy
Retirement Wealth Solutions LLC1529+140.000.00+0.00buy
JNBA Financial Advisors1024+140.000.00+0.00buy
Quaker Wealth Management, LLC1411-30.000.00+0.00sell
PayPay Securities Corp3926-130.040.02-0.02sell
Falcon Wealth Planning30,10530,067-380.050.07+0.01sell
SCS Capital Management LLC35,14035,000-1400.010.01+0.00sell
AMI ASSET MANAGEMENT CORP8,7878,330-4570.010.02+0.00sell
Asset Management One Co., Ltd.1,8031,344-4590.000.00-0.00sell
Royal Fund Management, LLC15,84014,540-1,3000.040.04+0.00sell
SummitTX Capital, L.P.59,50348,844-10,6590.050.04-0.00sell
Altshuler Shaham Ltd37,80025,512-12,2880.020.01-0.01sell
WMG Financial Advisors, LLC25,72710,327-15,4000.280.14-0.14sell
BAILLIE GIFFORD & CO1,108,2951,083,157-25,1380.030.03+0.01sell
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