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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.44KNew |
$196K - $327K
|
8.44K
$521K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
630New |
$14.6K - $24.4K
|
630
$38.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$2.33K - $3.88K
|
100
$6.17K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$4.65K - $7.76K
|
200
$12.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
27New |
$628 - $1.05K
|
27
$1.67K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
713+ 713.0% |
$16.6K - $27.7K
|
813
$50.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-213K- 85.36% |
$4.95M - $8.26M
|
36.5K
$2.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
203+ 2.73% |
$4.72K - $7.88K
|
7.63K
$471K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-17- 40.48% |
$395 - $660
|
25
$1.54K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-181- 83.8% |
$4.21K - $7.02K
|
35
$2.16K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 50.0% |
$23.3 - $38.8
|
3
$185
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 39.76% |
$767 - $1.28K
|
50
$3.08K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
20New |
$417 - $946
|
20
$1.23K
|
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
PUT |
-50KClosed |
$1.04M - $2.37M
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$104 - $237
|
5
$308
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.9% |
$62.6 - $142
|
337
$20.8K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
6.66KNew |
$139K - $315K
|
6.66K
$411K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
350New |
$7.3K - $16.6K
|
350
$21.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$6.17K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$20.9 - $47.3
|
1
$61.7
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
86New |
$1.79K - $4.07K
|
86
$5.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-61.6K- 59.29% |
$1.29M - $2.91M
|
42.3K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
130KNew |
$2.72M - $6.17M
|
130K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.34KNew |
$111K - $253K
|
5.34K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 62.82% |
$1.02K - $2.32K
|
29
$1.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.22K+ 86.61% |
$172K - $389K
|
17.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
PUT |
-1.95K- 59.09% |
$40.7K - $92.3K
|
1.35K
$83.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77KNew |
$120K - $273K
|
5.77K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.88K+ 58.67% |
$185K - $420K
|
24K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
179KNew |
$3.73M - $8.45M
|
179K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
52.4KNew |
$1.09M - $2.48M
|
52.4K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.69K+ 152.25% |
$35.3K - $80.1K
|
2.81K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
64+ 160.0% |
$1.34K - $3.03K
|
104
$6.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 54.81% |
$1.54K - $3.5K
|
61
$3.76K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.5KNew |
$31.3K - $71K
|
1.5K
$92.5K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$106K - $241K
|
5.1K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8K- 10.0% |
$167K - $378K
|
72K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$6.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.36K- 26.65% |
$195K - $443K
|
25.8K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
553New |
$11.5K - $26.2K
|
553
$34.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.23K- 23.73% |
$25.7K - $58.3K
|
3.96K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.35K- 45.85% |
$174K - $395K
|
9.86K
$608K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98KNew |
$167K - $377K
|
7.98K
$492K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.4KNew |
$238K - $541K
|
11.4K
$705K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
369New |
$7.7K - $17.5K
|
369
$22.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
34New |
$710 - $1.61K
|
34
$2.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
220New |
$4.59K - $10.4K
|
220
$13.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
78.2K+ 83.8% |
$1.63M - $3.7M
|
172K
$10.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
296+ 5.18% |
$6.18K - $14K
|
6.01K
$371K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 85.71% |
$626 - $1.42K
|
65
$4.01K
|
|