Latest Institutional Sells of Upstart Holdings, Inc. (UPST)
This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-270K- 37.27% |
$10.2M - $22.8M
|
455K
$30.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-228K- 97.62% |
$8.6M - $19.2M
|
5.55K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-65.7K- 66.94% |
$2.48M - $5.55M
|
32.5K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-63.2K- 76.66% |
$2.39M - $5.34M
|
19.3K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-46.4K- 79.01% |
$1.75M - $3.92M
|
12.3K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-25.9KClosed |
$977K - $2.19M
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-23.2K- 83.38% |
$875K - $1.96M
|
4.62K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-22.9K- 51.91% |
$865K - $1.93M
|
21.2K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-16.4K- 35.71% |
$620K - $1.39M
|
29.6K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-14.9K- 74.5% |
$563K - $1.26M
|
5.1K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13.6K- 30.3% |
$512K - $1.15M
|
31.2K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12.5K- 12.1% |
$473K - $1.06M
|
90.9K
$6.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.29K- 45.24% |
$351K - $785K
|
11.3K
$758K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-9.27K- 44.41% |
$350K - $783K
|
11.6K
$781K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.84K- 56.14% |
$221K - $493K
|
4.56K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.06K- 24.46% |
$191K - $428K
|
15.6K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.42K- 28.04% |
$167K - $373K
|
11.3K
$763K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-3.9K- 55.18% |
$147K - $329K
|
3.17K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.37K- 13.57% |
$127K - $285K
|
21.5K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 32.29% |
$102K - $228K
|
5.66K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.7K- 66.42% |
$64K - $143K
|
857
$57.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 95.3% |
$62K - $139K
|
81
$5.45K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 5.78% |
$56.8K - $127K
|
24.5K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
CALL |
-1K- 83.33% |
$37.8K - $84.5K
|
200
$13.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1K- 14.27% |
$37.8K - $84.5K
|
6.01K
$405K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-848- 67.84% |
$32K - $71.6K
|
402
$27.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-700- 1.26% |
$26.4K - $59.1K
|
54.8K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-651- 10.1% |
$24.6K - $55K
|
5.79K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-650- 8.44% |
$24.6K - $54.9K
|
7.05K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 16.44% |
$22.7K - $50.7K
|
3.05K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-496- 1.98% |
$18.7K - $41.9K
|
24.5K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-476- 1.39% |
$18K - $40.2K
|
33.7K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-446- 2.42% |
$16.8K - $37.7K
|
18K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-337- 2.34% |
$12.7K - $28.5K
|
14.1K
$949K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-332- 22.05% |
$12.5K - $28K
|
1.17K
$79.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-299- 0.68% |
$11.3K - $25.3K
|
43.4K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-275- 91.67% |
$10.4K - $23.2K
|
25
$1.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-263- 3.53% |
$9.94K - $22.2K
|
7.2K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-257- 11.84% |
$9.71K - $21.7K
|
1.91K
$129K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-221- 3.51% |
$8.35K - $18.7K
|
6.08K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-214- 4.15% |
$8.08K - $18.1K
|
4.94K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-205- 2.86% |
$7.74K - $17.3K
|
6.97K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-189- 3.63% |
$7.14K - $16K
|
5.01K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 87.38% |
$7.06K - $15.8K
|
27
$1.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139- 24.96% |
$5.25K - $11.7K
|
418
$28.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 32.26% |
$3.78K - $8.45K
|
210
$14.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 22.12% |
$3.78K - $8.45K
|
352
$23.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.62% |
$3.51K - $7.85K
|
15K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-80- 0.39% |
$3.02K - $6.76K
|
20.5K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 12.86% |
$2.38K - $5.32K
|
427
$28.8K
|