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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.77KClosed |
$106K - $429K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-755- 51.89% |
$21.1K - $86K
|
700
$35.3K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-449Closed |
$12.6K - $51.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-1.34KClosed |
$37.4K - $152K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-41.7K- 33.29% |
$1.17M - $4.75M
|
83.5K
$4.21M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.41KClosed |
$179K - $729K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
71+ 89.87% |
$1.99K - $8.08K
|
150
$7.56K
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 19.86% |
$36.4K - $148K
|
7.85K
$396K
|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
PUT |
7.5K+ 13.81% |
$210K - $854K
|
61.8K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26KClosed |
$119K - $485K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
- |
-13KClosed |
$364K - $1.48M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
CALL |
-20KClosed |
$560K - $2.28M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50Closed |
$1.4K - $5.69K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-3.24M- 44.81% |
$90.9M - $369M
|
4M
$201M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-36.1K- 60.17% |
$1.01M - $4.11M
|
23.9K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Permian Investment Partners, LP
New York, NY |
SELL
|
- |
-2.01KClosed |
$56.3K - $229K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
69.8KNew |
$1.95M - $7.95M
|
69.8K
$3.52M
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
CALL |
-1.9K- 5.96% |
$53.2K - $216K
|
30K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-7KClosed |
$196K - $797K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-41.4KClosed |
$1.16M - $4.71M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.92KClosed |
$53.9K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-4KClosed |
$112K - $455K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.43K+ 87.35% |
$95.9K - $390K
|
7.35K
$370K
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.81K- 25.87% |
$50.6K - $206K
|
5.18K
$261K
|
|
Aug 15, 2022
Q2 2022
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
61.6KNew |
$1.72M - $7.01M
|
61.6K
$3.11M
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.47KClosed |
$97K - $395K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.97KClosed |
$55.1K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-50.6KClosed |
$1.42M - $5.76M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10KNew |
$281K - $1.14M
|
10K
$505K
|
|
Aug 15, 2022
Q2 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-8.37KClosed |
$234K - $953K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.1KClosed |
$58.8K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graham Holdings CO
Arlington, VA |
SELL
|
- |
-5.85KClosed |
$164K - $666K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.16KClosed |
$32.4K - $132K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.22KClosed |
$202K - $822K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
29.2K+ 104.66% |
$818K - $3.32M
|
57.1K
$2.88M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.37KClosed |
$122K - $498K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-8.63KClosed |
$242K - $983K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.48K+ 73.68% |
$97.4K - $396K
|
8.2K
$414K
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-39.3KClosed |
$1.1M - $4.48M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-239Closed |
$6.69K - $27.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-140KClosed |
$3.92M - $15.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
348K+ 1159.84% |
$9.74M - $39.6M
|
378K
$19.1M
|
|
Aug 15, 2022
Q2 2022
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
CALL |
-5KClosed |
$140K - $569K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
100KNew |
$2.8M - $11.4M
|
100K
$5.04M
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-263KClosed |
$7.35M - $29.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
400New |
$11.2K - $45.5K
|
400
$20.2K
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
917+ 141.51% |
$25.7K - $104K
|
1.57K
$78.9K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.5K- 63.64% |
$98K - $398K
|
2K
$101K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$61.6K - $251K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.71KClosed |
$160K - $650K
|
0
$0
|