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 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
782+ 2.2% |
$36K - $69.4K
|
36.4K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.14K- 10.62% |
$52.3K - $101K
|
9.57K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.4K+ 307.61% |
$480K - $925K
|
13.8K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.13K+ 10.83% |
$98.1K - $189K
|
21.8K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.91K+ 11.84% |
$456K - $880K
|
93.6K
$7.34M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
419+ 5.82% |
$19.3K - $37.2K
|
7.62K
$597K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$15.7K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.92K- 56.65% |
$273K - $526K
|
4.53K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
35.1K+ 31.29% |
$1.61M - $3.11M
|
147K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-38- 2.37% |
$1.75K - $3.37K
|
1.57K
$123K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 9.66% |
$94.4K - $182K
|
19.2K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.3K+ 14.47% |
$106K - $204K
|
18.2K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-403- 2.77% |
$18.6K - $35.8K
|
14.1K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
455+ 10.78% |
$20.9K - $40.4K
|
4.68K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 23.08% |
$138 - $266
|
10
$784
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
19KNew |
$877K - $1.69M
|
19K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.34K+ 13.0% |
$61.8K - $119K
|
11.7K
$915K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.99K+ 26.35% |
$137K - $265K
|
14.3K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 3.51% |
$690 - $1.33K
|
412
$32.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 9.29% |
$1.2K - $2.31K
|
254
$19.9K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
8.14K+ 26.01% |
$375K - $723K
|
39.4K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 24.87% |
$2.26K - $4.35K
|
246
$19.3K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21+ 17.21% |
$967 - $1.86K
|
143
$11.2K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
47New |
$2.16K - $4.17K
|
47
$3.69K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
41+ 0.42% |
$1.89K - $3.64K
|
9.81K
$769K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.11KNew |
$327K - $631K
|
7.11K
$557K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
2.08K+ 22.84% |
$95.7K - $184K
|
11.2K
$877K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-72- 32.14% |
$3.31K - $6.39K
|
152
$11.9K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1K+ 4.09% |
$46.2K - $89.1K
|
25.5K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.47K+ 6.66% |
$67.6K - $130K
|
23.5K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.82K+ 211.01% |
$130K - $250K
|
4.15K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$368 - $710
|
8
$627
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.5K- 29.99% |
$161K - $311K
|
8.17K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$23K - $44.4K
|
500
$39.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 7.27% |
$3.04K - $5.86K
|
974
$76.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.53K+ 9.03% |
$70.6K - $136K
|
18.5K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
74.1KNew |
$3.41M - $6.58M
|
74.1K
$5.81M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.4K+ 69.1% |
$524K - $1.01M
|
27.9K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102+ 1.8% |
$4.7K - $9.05K
|
5.77K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 142.86% |
$13.8K - $26.6K
|
510
$40K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-506- 4.5% |
$23.3K - $44.9K
|
10.7K
$843K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-26- 13.07% |
$1.2K - $2.31K
|
173
$13.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.78K+ 76.35% |
$128K - $247K
|
6.42K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
401+ 6.95% |
$18.5K - $35.6K
|
6.17K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.35K- 27.11% |
$338K - $653K
|
19.8K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.54K- 16.11% |
$439K - $847K
|
49.7K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
11+ 8.53% |
$506 - $976
|
140
$11K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 26.67% |
$1.1K - $2.13K
|
114
$8.94K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
11.9KNew |
$550K - $1.06M
|
11.9K
$937K
|