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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 42.11% |
$1.84K - $3.55K
|
135
$10.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$1.38K - $2.66K
|
30
$2.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.15K - $2.22K
|
25
$1.96K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 26.67% |
$1.1K - $2.13K
|
114
$8.94K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21+ 17.21% |
$967 - $1.86K
|
143
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 3.51% |
$783 - $1.51K
|
502
$39.4K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 22.22% |
$736 - $1.42K
|
88
$6.9K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
14+ 155.56% |
$644 - $1.24K
|
23
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.07% |
$644 - $1.24K
|
21.2K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 37.93% |
$506 - $976
|
40
$3.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
11+ 8.53% |
$506 - $976
|
140
$11K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.42% |
$460 - $888
|
715
$56.1K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$368 - $710
|
8
$627
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7+ 13.73% |
$322 - $621
|
58
$4.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 14.89% |
$322 - $621
|
54
$4.23K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 4.0% |
$184 - $355
|
104
$8.16K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 5.36% |
$138 - $266
|
59
$4.63K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.47% |
$92.1 - $178
|
83
$6.51K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.5% |
$46 - $88.8
|
202
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
796K+ 300.18% |
$30.1M - $67.3M
|
1.06M
$83.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
262KNew |
$9.9M - $22.1M
|
262K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
232KNew |
$8.76M - $19.6M
|
232K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
200KNew |
$7.56M - $16.9M
|
200K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
121KNew |
$4.57M - $10.2M
|
121K
$9.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
93.1KNew |
$3.52M - $7.87M
|
93.1K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
70.2KNew |
$2.65M - $5.93M
|
70.2K
$5.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
63.2KNew |
$2.39M - $5.34M
|
63.2K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
60KNew |
$2.27M - $5.07M
|
60K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
56.7KNew |
$2.14M - $4.79M
|
56.7K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
51.9KNew |
$1.96M - $4.39M
|
51.9K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
32.8KNew |
$1.24M - $2.77M
|
32.8K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.3KNew |
$1.22M - $2.72M
|
32.3K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
26.6KNew |
$1M - $2.25M
|
26.6K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
23.7KNew |
$896K - $2M
|
23.7K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
16.6KNew |
$629K - $1.41M
|
16.6K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
16.6KNew |
$627K - $1.4M
|
16.6K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
15.4KNew |
$583K - $1.3M
|
15.4K
$1.21M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.8K+ 18.66% |
$520K - $1.16M
|
87.6K
$6.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
10.5KNew |
$397K - $887K
|
10.5K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.3KNew |
$391K - $873K
|
10.3K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.07K+ 124.98% |
$305K - $681K
|
14.5K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.02KNew |
$303K - $677K
|
8.02K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.95KNew |
$300K - $671K
|
7.95K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.7KNew |
$253K - $566K
|
6.7K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.05KNew |
$229K - $511K
|
6.05K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.4KNew |
$204K - $456K
|
5.4K
$423K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.75KNew |
$180K - $401K
|
4.75K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62KNew |
$175K - $390K
|
4.62K
$362K
|
|