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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
PUT |
37.5KNew |
$454K - $1.41M
|
37.5K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
11.8KNew |
$142K - $443K
|
11.8K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.41KNew |
$114K - $355K
|
9.41K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.54KNew |
$103K - $322K
|
8.54K
$632K
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8KNew |
$96.8K - $302K
|
8K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.6KNew |
$92K - $287K
|
7.6K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.38KNew |
$89.2K - $278K
|
7.38K
$546K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.23KNew |
$87.4K - $272K
|
7.23K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.74KNew |
$81.6K - $254K
|
6.74K
$499K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.6KNew |
$79.9K - $249K
|
6.6K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.53KNew |
$79K - $246K
|
6.53K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.19KNew |
$74.9K - $233K
|
6.19K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.38K+ 2.58% |
$28.8K - $89.7K
|
94.6K
$7M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.14KNew |
$13.8K - $43.1K
|
1.14K
$84.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
850New |
$10.3K - $32K
|
850
$63K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
500+ 1612.9% |
$6.05K - $18.9K
|
531
$39.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
390+ 48.15% |
$4.72K - $14.7K
|
1.2K
$88.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$908 - $2.83K
|
75
$5.55K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30New |
$363 - $1.13K
|
30
$2.22K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$363 - $1.13K
|
30
$2.22K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$242 - $754
|
20
$1.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12New |
$145 - $452
|
12
$889
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$96.8 - $302
|
8
$592
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
CALL |
400KNew |
$5.16M - $9.54M
|
400K
$29.6M
|
|
|
May 15, 2023
Q1 2023
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
- |
218KNew |
$2.82M - $5.21M
|
218K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
200KNew |
$2.58M - $4.77M
|
200K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
82.5K+ 39.76% |
$1.06M - $1.97M
|
290K
$21.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
75KNew |
$967K - $1.79M
|
75K
$5.55M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
50KNew |
$645K - $1.19M
|
50K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
38.9KNew |
$502K - $929K
|
38.9K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5KNew |
$277K - $513K
|
21.5K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
18.8KNew |
$242K - $448K
|
18.8K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
15.1K+ 68.64% |
$195K - $360K
|
37.1K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
13.2KNew |
$171K - $316K
|
13.2K
$980K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10KNew |
$129K - $239K
|
10K
$741K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.58K+ 5.36% |
$20.3K - $37.6K
|
30.9K
$2.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$14.8K - $27.4K
|
1.15K
$84.9K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1KNew |
$12.9K - $23.9K
|
1K
$74.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
500New |
$6.45K - $11.9K
|
500
$37K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
355+ 87.87% |
$4.58K - $8.47K
|
759
$56.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
343+ 127.99% |
$4.42K - $8.18K
|
611
$45.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
300+ 100.0% |
$3.87K - $7.16K
|
600
$44.4K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.72% |
$2.84K - $5.25K
|
30.8K
$2.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
200New |
$2.58K - $4.77K
|
200
$14.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$400 - $739
|
31
$2.3K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
23+ 115.0% |
$296 - $549
|
43
$3.18K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$245 - $453
|
19
$1.41K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
16New |
$206 - $382
|
16
$1.18K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$51.6 - $95.4
|
4
$296
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1MNew |
$12.3M - $24.9M
|
1M
$74.1M
|
|