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 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-5KClosed |
$565K - $1.68M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-142KClosed |
$16.1M - $47.9M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.83M - $8.41M
|
25K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
2KNew |
$226K - $673K
|
2K
$123K
|
|
|
Oct 25, 2021
Q3 2021
|
Kpcb Xv Associates, LLC
|
SELL
|
- |
-636KClosed |
$71.9M - $214M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.71KClosed |
$193K - $575K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.48KClosed |
$620K - $1.84M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-11.7KClosed |
$1.33M - $3.95M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
9.17KNew |
$1.04M - $3.08M
|
9.17K
$566K
|
|
| Q2 2021 | |||||||
|
Nov 14, 2022
Q2 2021
|
Alphabet Inc.
Mountain View, CA |
SELL
|
- |
-832KClosed |
$70M - $142M
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
First Round Capital Management Iii, LLC
Philadelphia, PA |
SELL
|
- |
-2.92MClosed |
$245M - $496M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Maplelane Capital, LLC
New York, NY |
SELL
|
PUT |
-30KClosed |
$2.52M - $5.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-125KClosed |
$10.5M - $21.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Fund Iv Management, LLC
San Francisco, CA |
SELL
|
- |
-513KClosed |
$43.2M - $87.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-22KClosed |
$1.85M - $3.73M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
50New |
$4.2K - $8.5K
|
50
$3.08K
|
|
|
Aug 13, 2021
Q2 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5KClosed |
$420K - $850K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-100KClosed |
$8.44M - $17.1M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
1KNew |
$84.1K - $170K
|
1K
$61.7K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$8.41K - $17K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-5KClosed |
$420K - $850K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.77KClosed |
$149K - $301K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-141Closed |
$11.9K - $24K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-80Closed |
$6.72K - $13.6K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 50.0% |
$168 - $340
|
6
$370
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$25.2K - $51K
|
300
$18.5K
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16Closed |
$1.34K - $2.72K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
700+ 140.0% |
$58.8K - $119K
|
1.2K
$74K
|
|
|
Jul 21, 2021
Q2 2021
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-3.69MClosed |
$310M - $627M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-47.9K- 88.05% |
$2.11M - $7.9M
|
6.5K
$401K
|
|
|
May 17, 2021
Q1 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-338KClosed |
$14.9M - $55.7M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
12 West Capital Management LP
New York, NY |
SELL
|
- |
-350KClosed |
$15.4M - $57.7M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-9.59KClosed |
$422K - $1.58M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-100KClosed |
$4.4M - $16.5M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-34KClosed |
$1.5M - $5.61M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Washington Harbour Partners LP
Arlington, VA |
SELL
|
- |
-275KClosed |
$12.1M - $45.3M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-28KClosed |
$1.23M - $4.62M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-11.7KClosed |
$516K - $1.93M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
75.3KNew |
$2.22M - $3.6M
|
75.3K
$4.65M
|
|