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 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12K+ 123.37% |
$453K - $1.01M
|
21.7K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.18KNew |
$196K - $437K
|
5.18K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
62.6KNew |
$2.37M - $5.29M
|
62.6K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.9KNew |
$601K - $1.34M
|
15.9K
$981K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 32.26% |
$3.78K - $8.45K
|
210
$13K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
707K+ 41.41% |
$26.7M - $59.7M
|
2.41M
$149M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
3.79M+ 744.28% |
$143M - $320M
|
4.3M
$265M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139- 24.96% |
$5.25K - $11.7K
|
418
$25.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 38.62% |
$881K - $1.97M
|
83.7K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
370K+ 4.98% |
$14M - $31.2M
|
7.79M
$481M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
16.9KNew |
$639K - $1.43M
|
16.9K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.69K+ 76.66% |
$177K - $396K
|
10.8K
$666K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.64KNew |
$138K - $308K
|
3.64K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-700- 1.26% |
$26.4K - $59.1K
|
54.8K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$378 - $845
|
10
$617
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-270K- 37.27% |
$10.2M - $22.8M
|
455K
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
496New |
$18.7K - $41.9K
|
496
$30.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.8K+ 2.6% |
$144K - $321K
|
150K
$9.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.09K+ 7.64% |
$117K - $261K
|
43.6K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-80- 0.39% |
$3.02K - $6.76K
|
20.5K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.7KNew |
$441K - $986K
|
11.7K
$720K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 26.49% |
$72.7K - $163K
|
9.19K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 17.14% |
$227 - $507
|
41
$2.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
5.2K+ 21.31% |
$196K - $439K
|
29.6K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.35K+ 26.61% |
$164K - $367K
|
20.7K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
131+ 2.43% |
$4.95K - $11.1K
|
5.53K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.62% |
$3.51K - $7.85K
|
15K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.11KNew |
$117K - $263K
|
3.11K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.52KNew |
$57.4K - $128K
|
1.52K
$93.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.3KNew |
$767K - $1.71M
|
20.3K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
71.6KNew |
$2.71M - $6.05M
|
71.6K
$4.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.35KNew |
$278K - $621K
|
7.35K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 5.05% |
$1.7K - $3.8K
|
936
$57.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-189- 3.63% |
$7.14K - $16K
|
5.01K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.3KNew |
$391K - $873K
|
10.3K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.68% |
$567 - $1.27K
|
908
$56K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
678+ 13.32% |
$25.6K - $57.3K
|
5.77K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
19.9K+ 84.91% |
$753K - $1.68M
|
43.4K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.61KNew |
$60.6K - $136K
|
1.61K
$99K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
15KNew |
$567K - $1.27M
|
15K
$925K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-848- 67.84% |
$32K - $71.6K
|
402
$24.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 18.67% |
$1.17K - $2.62K
|
197
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-650- 8.44% |
$24.6K - $54.9K
|
7.05K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
9New |
$340 - $760
|
9
$555
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.21K+ 19.47% |
$121K - $271K
|
19.7K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.37K- 13.57% |
$127K - $285K
|
21.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 95.3% |
$62K - $139K
|
81
$5K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.25KNew |
$123K - $274K
|
3.25K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.7K- 66.42% |
$64K - $143K
|
857
$52.9K
|