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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
196K+ 34.85% |
$9.02M - $17.4M
|
758K
$59.4M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.75K- 0.99% |
$357K - $688K
|
775K
$60.8M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.58K+ 13.0% |
$303K - $584K
|
57.2K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
404+ 7.31% |
$18.6K - $35.9K
|
5.93K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
353+ 11.15% |
$16.2K - $31.3K
|
3.52K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
9.4K+ 6.28% |
$433K - $834K
|
159K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.54K- 1.55% |
$255K - $492K
|
351K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-14.9K- 11.06% |
$686K - $1.32M
|
120K
$9.39M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-128K- 94.51% |
$5.9M - $11.4M
|
7.45K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
222K+ 48.75% |
$10.2M - $19.7M
|
677K
$53.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.3K- 6.12% |
$2.04M - $3.93M
|
679K
$53.3M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.5% |
$46 - $88.8
|
202
$15.8K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.78K- 19.52% |
$220K - $425K
|
19.7K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
61.6KNew |
$2.83M - $5.46M
|
61.6K
$4.83M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
880+ 4.29% |
$40.5K - $78.1K
|
21.4K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-215- 2.62% |
$9.9K - $19.1K
|
8K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-11.5K- 14.74% |
$529K - $1.02M
|
66.5K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
483+ 9.77% |
$22.2K - $42.9K
|
5.43K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.96% |
$46 - $88.8
|
50
$3.92K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.17K- 44.14% |
$330K - $636K
|
9.07K
$711K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
180New |
$8.29K - $16K
|
180
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.34K+ 93.01% |
$338K - $652K
|
15.2K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
561K+ 79.0% |
$25.8M - $49.8M
|
1.27M
$99.6M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
415KNew |
$19.1M - $36.8M
|
415K
$32.5M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-33.5K- 39.16% |
$1.54M - $2.97M
|
52.1K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
25.2KNew |
$1.16M - $2.24M
|
25.2K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
20.7KNew |
$953K - $1.84M
|
20.7K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1K- 6.67% |
$46K - $88.8K
|
14K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 385.07% |
$71.3K - $137K
|
1.95K
$153K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.97K+ 9.12% |
$183K - $353K
|
47.6K
$3.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-82- 43.85% |
$3.77K - $7.28K
|
105
$8.23K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250+ 409.84% |
$11.5K - $22.2K
|
311
$24.4K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
537+ 3.18% |
$24.7K - $47.7K
|
17.4K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.7K+ 9.11% |
$262K - $506K
|
68.3K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-5.2K- 17.57% |
$239K - $462K
|
24.4K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 58.09% |
$508K - $980K
|
7.97K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
221K+ 2.84% |
$10.2M - $19.6M
|
8.01M
$629M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5- 9.8% |
$230 - $444
|
46
$3.61K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.1K- 5.72% |
$50.7K - $97.8K
|
18.1K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
737+ 0.11% |
$33.9K - $65.4K
|
658K
$51.6M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.9KNew |
$687K - $1.33M
|
14.9K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.62K- 34.83% |
$121K - $233K
|
4.91K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 52.29% |
$144K - $277K
|
9.08K
$712K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$1.84K - $3.55K
|
40
$3.14K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.48KNew |
$206K - $398K
|
4.48K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.79K- 21.65% |
$220K - $425K
|
17.3K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.95K+ 48.04% |
$458K - $883K
|
30.6K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 9.06% |
$62.5K - $120K
|
13.6K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.2K+ 40.57% |
$563K - $1.09M
|
42.4K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
10K+ 33.33% |
$460K - $888K
|
40K
$3.14M
|