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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.26K+ 5.17% |
$58.1K - $112K
|
25.7K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
- |
1.23K+ 5.09% |
$56.6K - $109K
|
25.4K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1K+ 4.09% |
$46.2K - $89.1K
|
25.5K
$2M
|
|
|
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
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
867+ 19.72% |
$39.9K - $77K
|
5.26K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
836+ 71.21% |
$38.5K - $74.2K
|
2.01K
$158K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
782+ 2.2% |
$36K - $69.4K
|
36.4K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
737+ 0.11% |
$33.9K - $65.4K
|
658K
$51.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
653+ 21.15% |
$30.1K - $58K
|
3.74K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
577+ 11.31% |
$26.6K - $51.2K
|
5.68K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
573+ 12.58% |
$26.4K - $50.9K
|
5.13K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
563+ 13.85% |
$25.9K - $50K
|
4.63K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
560+ 40.0% |
$25.8K - $49.7K
|
1.96K
$154K
|
|
|
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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$23K - $44.4K
|
500
$39.2K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
483+ 9.77% |
$22.2K - $42.9K
|
5.43K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
455+ 10.78% |
$20.9K - $40.4K
|
4.68K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
419+ 5.82% |
$19.3K - $37.2K
|
7.62K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
413+ 1.48% |
$19K - $36.7K
|
28.4K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
413+ 18.19% |
$19K - $36.7K
|
2.68K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
404+ 7.31% |
$18.6K - $35.9K
|
5.93K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
401+ 6.95% |
$18.5K - $35.6K
|
6.17K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
374+ 3.03% |
$17.2K - $33.2K
|
12.7K
$996K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
353+ 11.15% |
$16.2K - $31.3K
|
3.52K
$276K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
345+ 6.61% |
$15.9K - $30.6K
|
5.56K
$436K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
333+ 20.01% |
$15.3K - $29.6K
|
2K
$157K
|
|
|
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 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 142.86% |
$13.8K - $26.6K
|
510
$40K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250+ 409.84% |
$11.5K - $22.2K
|
311
$24.4K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$15.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$15.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
180New |
$8.29K - $16K
|
180
$14.1K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
155+ 191.36% |
$7.13K - $13.8K
|
236
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$7.09K - $13.7K
|
154
$12.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
152+ 5.83% |
$7K - $13.5K
|
2.76K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
141+ 0.78% |
$6.49K - $12.5K
|
18.2K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
118New |
$5.43K - $10.5K
|
118
$9.25K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102+ 1.8% |
$4.7K - $9.05K
|
5.77K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 226.47% |
$3.54K - $6.84K
|
111
$8.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 7.27% |
$3.04K - $5.86K
|
974
$76.4K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
58New |
$2.67K - $5.15K
|
58
$4.55K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
56+ 16.72% |
$2.58K - $4.97K
|
391
$30.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.39K - $4.62K
|
52
$4.08K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
50New |
$2.3K - $4.44K
|
50
$3.92K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 50.0% |
$2.3K - $4.44K
|
150
$11.8K
|
|
|
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
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
47New |
$2.16K - $4.17K
|
47
$3.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
47+ 0.77% |
$2.16K - $4.17K
|
6.13K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
41+ 0.42% |
$1.89K - $3.64K
|
9.81K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$1.84K - $3.55K
|
40
$3.14K
|