Latest Institutional Transactions on Upstart Holdings, Inc. (UPST)
This table provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-89- 10.56% |
$3.1K - $5.77K
|
754
$59.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.48K- 43.12% |
$191K - $356K
|
7.23K
$567K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
609+ 1.7% |
$21.2K - $39.5K
|
36.4K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 1.3% |
$139 - $259
|
303
$23.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51- 20.32% |
$1.77K - $3.31K
|
200
$15.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.55K- 94.33% |
$88.6K - $165K
|
153
$12K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
667+ 258.53% |
$23.2K - $43.3K
|
925
$72.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 7.71% |
$2.44K - $4.54K
|
838
$65.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.04K+ 11.1% |
$71K - $132K
|
20.4K
$1.6M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-13.2K- 10.68% |
$606K - $1.17M
|
110K
$8.63M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.69K+ 10787.1% |
$308K - $594K
|
6.75K
$529K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 2.59% |
$552 - $1.07K
|
452
$35.4K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$209K - $403K
|
4.54K
$356K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
30.7K+ 70.84% |
$1.41M - $2.73M
|
74.1K
$5.81M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$15.7K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
27.3K+ 18.72% |
$1.26M - $2.42M
|
173K
$13.6M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-75K- 3.94% |
$3.45M - $6.66M
|
1.83M
$143M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
75KNew |
$3.45M - $6.66M
|
75K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
156K+ 766.12% |
$7.16M - $13.8M
|
176K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
110K+ 948.97% |
$5.07M - $9.77M
|
122K
$9.54M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
76.6KNew |
$3.53M - $6.8M
|
76.6K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1- 1.23% |
$46 - $88.8
|
80
$6.27K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.58K+ 10.6% |
$211K - $407K
|
47.8K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
507K+ 71.53% |
$23.3M - $45M
|
1.22M
$95.3M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.13K- 48.74% |
$98.1K - $189K
|
2.24K
$176K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-22.8K- 1.12% |
$1.05M - $2.02M
|
2.01M
$158M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.68K+ 174.32% |
$261K - $504K
|
8.94K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.36KNew |
$62.6K - $121K
|
1.36K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
10.5KNew |
$483K - $932K
|
10.5K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
573K+ 94.77% |
$26.4M - $50.9M
|
1.18M
$92.4M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
10.8K+ 57.14% |
$497K - $959K
|
29.7K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
121K+ 114.82% |
$5.58M - $10.8M
|
227K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.73K- 2.2% |
$402K - $775K
|
387K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-43- 0.5% |
$1.98K - $3.82K
|
8.62K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
180KNew |
$8.3M - $16M
|
180K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
573+ 12.58% |
$26.4K - $50.9K
|
5.13K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
563+ 13.85% |
$25.9K - $50K
|
4.63K
$363K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
333+ 20.01% |
$15.3K - $29.6K
|
2K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.63K+ 74.9% |
$167K - $322K
|
8.48K
$665K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.25K+ 19.87% |
$103K - $199K
|
13.5K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-312K- 31.74% |
$14.4M - $27.7M
|
671K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-330K- 35.48% |
$15.2M - $29.3M
|
600K
$47.1M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.03K+ 12.44% |
$186K - $358K
|
36.4K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5.5KNew |
$253K - $488K
|
5.5K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-143K- 51.12% |
$6.59M - $12.7M
|
137K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-32.9K- 7.17% |
$1.51M - $2.92M
|
426K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-35.5K- 6.56% |
$1.63M - $3.15M
|
506K
$39.7M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.4KNew |
$203K - $391K
|
4.4K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
237K+ 24.71% |
$10.9M - $21.1M
|
1.2M
$94M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-12K- 94.49% |
$552K - $1.07M
|
700
$54.9K
|
|