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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
112K+ 1675.42% |
$5.16M - $9.94M
|
119K
$9.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
653+ 21.15% |
$30.1K - $58K
|
3.74K
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-1.05K- 9.15% |
$48.3K - $93.2K
|
10.4K
$818K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
152+ 5.83% |
$7K - $13.5K
|
2.76K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.97K+ 51.82% |
$90.6K - $175K
|
5.77K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 106.76% |
$693K - $1.34M
|
29.1K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
836+ 71.21% |
$38.5K - $74.2K
|
2.01K
$158K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
577+ 11.31% |
$26.6K - $51.2K
|
5.68K
$445K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.08K+ 127.4% |
$326K - $628K
|
12.6K
$990K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5- 7.14% |
$230 - $444
|
65
$5.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19- 0.32% |
$875 - $1.69K
|
5.92K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.39K - $4.62K
|
52
$4.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.6K- 49.69% |
$903K - $1.74M
|
19.8K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
322+ 1.34% |
$14.8K - $28.6K
|
24.4K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 14.89% |
$322 - $621
|
54
$4.23K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.4K+ 20.5% |
$294K - $568K
|
37.6K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
118New |
$5.43K - $10.5K
|
118
$9.25K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.39K+ 482.26% |
$110K - $212K
|
2.89K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 66.67% |
$921 - $1.78K
|
10
$784
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 13.33% |
$92.1 - $178
|
13
$1.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 0.68% |
$4.6K - $8.88K
|
14.6K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
47+ 0.77% |
$2.16K - $4.17K
|
6.13K
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.15K - $2.22K
|
25
$1.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$2.3K - $4.44K
|
15K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.59KNew |
$211K - $407K
|
4.59K
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
35.6KNew |
$1.64M - $3.16M
|
35.6K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-300- 1.55% |
$13.8K - $26.6K
|
19.1K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-109K- 79.71% |
$5.04M - $9.71M
|
27.8K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.2KNew |
$1.71M - $3.3M
|
37.2K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74.8K- 97.83% |
$3.44M - $6.64M
|
1.66K
$130K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-200- 2.84% |
$9.21K - $17.8K
|
6.85K
$537K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
141+ 0.78% |
$6.49K - $12.5K
|
18.2K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
10.2KNew |
$470K - $905K
|
10.2K
$800K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
867+ 19.72% |
$39.9K - $77K
|
5.26K
$413K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 42.11% |
$1.84K - $3.55K
|
135
$10.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.29% |
$690 - $1.33K
|
5.15K
$404K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
56+ 16.72% |
$2.58K - $4.97K
|
391
$30.7K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.8K+ 18.66% |
$520K - $1.16M
|
87.6K
$6.87M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 15.95% |
$169K - $379K
|
23.6K
$1.85M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.16K- 4.4% |
$195K - $436K
|
112K
$8.79M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
3.1K+ 59.62% |
$117K - $262K
|
8.3K
$651K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2New |
$75.6 - $169
|
2
$157
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-7.76KClosed |
$293K - $656K
|
0
$0
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
300New |
$11.3K - $25.3K
|
300
$23.5K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
165New |
$6.23K - $13.9K
|
165
$12.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60New |
$2.27K - $5.07K
|
60
$4.71K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.75KNew |
$180K - $401K
|
4.75K
$373K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.02KNew |
$303K - $677K
|
8.02K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1KNew |
$37.8K - $84.5K
|
1K
$78.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 5.67% |
$999K - $2.23M
|
440K
$34.5M
|
|