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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
148K+ 759.73% |
$5.58M - $12.5M
|
167K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 150.6% |
$37.8K - $84.5K
|
1.66K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-56.3K- 61.43% |
$2.13M - $4.75M
|
35.3K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-46K- 60.61% |
$1.74M - $3.89M
|
29.9K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-131K- 21.85% |
$4.93M - $11M
|
467K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$378K - $845K
|
10K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.68KNew |
$139K - $310K
|
3.68K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
85.6KNew |
$3.23M - $7.23M
|
85.6K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-67.8K- 33.72% |
$2.56M - $5.73M
|
133K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 4.39% |
$72.8K - $163K
|
42K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.41K- 65.79% |
$318K - $710K
|
4.37K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26.7KNew |
$1.01M - $2.26M
|
26.7K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.09% |
$756 - $1.69K
|
22.4K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
796K+ 300.18% |
$30.1M - $67.3M
|
1.06M
$65.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
203New |
$7.67K - $17.1K
|
203
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224New |
$8.46K - $18.9K
|
224
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$13.2K - $29.6K
|
350
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
42.9KNew |
$1.62M - $3.62M
|
42.9K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
7.56K+ 51.91% |
$286K - $638K
|
22.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.04K- 25.73% |
$190K - $426K
|
14.6K
$898K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
364+ 3.78% |
$13.8K - $30.7K
|
10K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.55K- 40.57% |
$58.6K - $131K
|
2.27K
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-3.9K- 55.18% |
$147K - $329K
|
3.17K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 29.35% |
$6.2M - $13.9M
|
723K
$44.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-25.9KClosed |
$977K - $2.19M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
409KNew |
$15.4M - $34.5M
|
409K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.6KNew |
$136K - $304K
|
3.6K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.75K+ 20.39% |
$66.1K - $148K
|
10.3K
$637K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
189+ 2.02% |
$7.14K - $16K
|
9.56K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
250K+ 233.8% |
$9.44M - $21.1M
|
357K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
135KNew |
$5.09M - $11.4M
|
135K
$8.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
90New |
$3.4K - $7.6K
|
90
$5.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-45- 31.03% |
$1.7K - $3.8K
|
100
$6.17K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.22KNew |
$197K - $441K
|
5.22K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12.5K- 12.1% |
$473K - $1.06M
|
90.9K
$5.61M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
131K+ 2623.44% |
$4.94M - $11M
|
136K
$8.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
29.7K+ 1.63% |
$1.12M - $2.51M
|
1.85M
$114M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
180K+ 43.3% |
$6.81M - $15.2M
|
596K
$36.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-63.2K- 76.66% |
$2.39M - $5.34M
|
19.3K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.61K+ 26.88% |
$174K - $390K
|
21.8K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
66KNew |
$2.49M - $5.57M
|
66K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 26.58% |
$482K - $1.08M
|
60.8K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.83K+ 8.87% |
$182K - $408K
|
59.2K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62KNew |
$175K - $390K
|
4.62K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-9.27K- 44.41% |
$350K - $783K
|
11.6K
$716K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.1KNew |
$193K - $431K
|
5.1K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.39KNew |
$128K - $286K
|
3.39K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-65.7K- 66.94% |
$2.48M - $5.55M
|
32.5K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.9KNew |
$298K - $667K
|
7.9K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.95KNew |
$300K - $671K
|
7.95K
$490K
|