Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)
This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
8.14K+ 26.01% |
$375K - $723K
|
39.4K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 32.48% |
$367K - $708K
|
32.5K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.88K+ 5.91% |
$363K - $699K
|
141K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.34K+ 93.01% |
$338K - $652K
|
15.2K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.11KNew |
$327K - $631K
|
7.11K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.08KNew |
$326K - $629K
|
7.08K
$555K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.08K+ 127.4% |
$326K - $628K
|
12.6K
$990K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.69K+ 10787.1% |
$308K - $594K
|
6.75K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.58K+ 13.0% |
$303K - $584K
|
57.2K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.44K+ 20.69% |
$296K - $571K
|
37.5K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.4K+ 20.5% |
$294K - $568K
|
37.6K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.7K+ 9.11% |
$262K - $506K
|
68.3K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.68K+ 174.32% |
$261K - $504K
|
8.94K
$701K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5.5KNew |
$253K - $488K
|
5.5K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.44K+ 75.43% |
$250K - $483K
|
12.7K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.36K+ 15.18% |
$247K - $476K
|
40.7K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.27KNew |
$243K - $468K
|
5.27K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.75KNew |
$219K - $422K
|
4.75K
$372K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.71K+ 6.6% |
$217K - $418K
|
76K
$5.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.59KNew |
$211K - $407K
|
4.59K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.58K+ 10.6% |
$211K - $407K
|
47.8K
$3.75M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$209K - $403K
|
4.54K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.48KNew |
$206K - $398K
|
4.48K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.4KNew |
$203K - $391K
|
4.4K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.17K+ 7.4% |
$192K - $370K
|
60.5K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.03K+ 12.44% |
$186K - $358K
|
36.4K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
4K+ 20.51% |
$184K - $355K
|
23.5K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.97K+ 9.12% |
$183K - $353K
|
47.6K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.63K+ 74.9% |
$167K - $322K
|
8.48K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.5KNew |
$161K - $310K
|
3.5K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 52.29% |
$144K - $277K
|
9.08K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.05K+ 313.59% |
$140K - $270K
|
4.02K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.99K+ 26.35% |
$137K - $265K
|
14.3K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.82K+ 211.01% |
$130K - $250K
|
4.15K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.78K+ 76.35% |
$128K - $247K
|
6.42K
$503K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.39K+ 482.26% |
$110K - $212K
|
2.89K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.3K+ 14.47% |
$106K - $204K
|
18.2K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.25K+ 19.87% |
$103K - $199K
|
13.5K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.13K+ 10.83% |
$98.1K - $189K
|
21.8K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
2.08K+ 22.84% |
$95.7K - $184K
|
11.2K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$92.1K - $178K
|
2K
$157K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.97K+ 51.82% |
$90.6K - $175K
|
5.77K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 20.19% |
$88.9K - $171K
|
11.5K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.84KNew |
$84.7K - $163K
|
1.84K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 385.07% |
$71.3K - $137K
|
1.95K
$153K
|
|
|
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
|
Arizona State Retirement System
|
BUY
|
- |
1.47K+ 6.66% |
$67.6K - $130K
|
23.5K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.39K+ 273.33% |
$64.2K - $124K
|
1.9K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.36KNew |
$62.6K - $121K
|
1.36K
$107K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.34K+ 13.0% |
$61.8K - $119K
|
11.7K
$915K
|