Latest Institutional Sells of Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

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 14, 2022 Q4 2021
Alpha Paradigm Partners, LLC

Chicago, IL
SELL
 -
-864
- 69.34%
$114K - $337K
382 $28.3K
Feb 14, 2022 Q4 2021
Lgl Partners, LLC

West Conshohocken, PA
SELL
 -
-855
Closed
$112K - $333K
0 $0
Jan 21, 2022 Q4 2021
Wealthfront Advisers LLC

SELL
 -
-822
Closed
$108K - $321K
0 $0
Feb 14, 2022 Q4 2021
Wetherby Asset Management Inc

San Francisco, CA
SELL
 CALL
-800
Closed
$105K - $312K
0 $0
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-794
Closed
$104K - $310K
0 $0
Feb 10, 2022 Q4 2021
Dakota Wealth Management

SELL
 -
-766
Closed
$101K - $299K
0 $0
Jan 31, 2022 Q4 2021
Geneva Partners, LLC

SELL
 -
-685
Closed
$90.1K - $267K
0 $0
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-665
Closed
$87.4K - $259K
0 $0
Feb 03, 2022 Q4 2021
Brighton Jones LLC

SELL
 -
-664
Closed
$87.3K - $259K
0 $0
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-662
Closed
$87.1K - $258K
0 $0
Feb 09, 2022 Q4 2021
Holderness Investments CO

Greensboro, NC
SELL
 -
-649
Closed
$85.3K - $253K
0 $0
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-640
Closed
$84.2K - $250K
0 $0
Feb 07, 2022 Q4 2021
Truefg, LLC

Cedar Park, TX
SELL
 -
-625
Closed
$82.2K - $244K
0 $0
Feb 02, 2022 Q4 2021
Stonehage Fleming Financial Services Holdings LTD

SELL
 -
-350
Closed
$46K - $137K
0 $0
Feb 15, 2022 Q4 2021
Algebris (Uk) LTD

London, X0
SELL
 CALL
-193
Closed
$25.4K - $75.3K
0 $0
Feb 17, 2022 Q4 2021
Iron Bridge Private Wealth, LLC

SELL
 -
-126
Closed
$16.6K - $49.1K
0 $0
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-103
Closed
$13.5K - $40.2K
0 $0
Feb 14, 2022 Q4 2021
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-100
Closed
$13.2K - $39K
0 $0
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

SELL
 -
-50
Closed
$6.58K - $19.5K
0 $0
Feb 10, 2022 Q4 2021
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-35
Closed
$4.6K - $13.7K
0 $0
Jan 20, 2022 Q4 2021
Sugarloaf Wealth Management, LLC

SELL
 -
-25
- 20.0%
$3.29K - $9.75K
100 $7.4K
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-17
Closed
$2.24K - $6.63K
0 $0
Feb 14, 2022 Q4 2021
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-7
Closed
$921 - $2.73K
0 $0
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-6
Closed
$789 - $2.34K
0 $0
Jan 19, 2022 Q4 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-6
Closed
$789 - $2.34K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-3
Closed
$395 - $1.17K
0 $0
Feb 14, 2022 Q4 2021
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-3
Closed
$395 - $1.17K
0 $0
Q3 2021
Oct 25, 2021 Q3 2021
Kpcb Xv Associates, LLC

SELL
 -
-636K
Closed
$71.9M - $214M
0 $0
Nov 12, 2021 Q3 2021
Nea Management Company, LLC

Timonium, MD
SELL
 -
-287K
Closed
$32.5M - $96.6M
0 $0
Nov 12, 2021 Q3 2021
George Soros Soros Fund Management LLC | New York, Ny
SELL
 -
-150K
Closed
$17M - $50.5M
0 $0
Nov 05, 2021 Q3 2021
Tiff Advisory Services Inc

SELL
 -
-142K
Closed
$16.1M - $47.9M
0 $0
Nov 15, 2021 Q3 2021
Collaborative Holdings Management LP

New York, NY
SELL
 -
-139K
Closed
$15.7M - $46.8M
0 $0
Nov 15, 2021 Q3 2021
Harbourvest Partners LLC

Boston, MA
SELL
 -
-45.3K
Closed
$5.12M - $15.2M
0 $0
Nov 15, 2021 Q3 2021
North Fourth Asset Management, LP

New York, NY
SELL
 CALL
-40K
Closed
$4.52M - $13.5M
0 $0
Nov 12, 2021 Q3 2021
Pathway Capital Management, LP

Irvine, CA
SELL
 -
-32.8K
Closed
$3.71M - $11M
0 $0
Oct 14, 2021 Q3 2021
Hamilton Lane Advisors LLC

SELL
 -
-11.7K
Closed
$1.33M - $3.95M
0 $0
Nov 15, 2021 Q3 2021
Enlightenment Research, LLC

Saddle Brook, NJ
SELL
 -
-11.3K
Closed
$1.28M - $3.8M
0 $0
Nov 12, 2021 Q3 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-10.1K
Closed
$1.15M - $3.41M
0 $0
Nov 12, 2021 Q3 2021
Weiss Asset Management LP

Boston, MA
SELL
 -
-10K
Closed
$1.13M - $3.36M
0 $0
Oct 19, 2021 Q3 2021
Abacus Planning Group, Inc.

SELL
 -
-5.48K
Closed
$620K - $1.84M
0 $0
Nov 12, 2021 Q3 2021
Yale University

New Haven, CT
SELL
 -
-5.25K
Closed
$593K - $1.76M
0 $0
Nov 09, 2021 Q3 2021
Monashee Investment Management LLC

Boston, MA
SELL
 -
-5K
Closed
$565K - $1.68M
0 $0
Nov 16, 2021 Q3 2021
Blackstone Inc

New York, NY
SELL
 -
-4.03K
Closed
$456K - $1.35M
0 $0
Nov 15, 2021 Q3 2021
Sante Capital Fund, LP

SELL
 -
-3.96K
Closed
$447K - $1.33M
0 $0
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-2.23K
Closed
$253K - $751K
0 $0
Nov 12, 2021 Q3 2021
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-2.16K
Closed
$244K - $725K
0 $0
Nov 15, 2021 Q3 2021
Menard Financial Group LLC

Houston, TX
SELL
 -
-1.97K
Closed
$223K - $663K
0 $0
Oct 21, 2021 Q3 2021
Douglas Lane & Associates, LLC

SELL
 -
-1.71K
Closed
$193K - $575K
0 $0
Nov 15, 2021 Q3 2021
Texas Treasury Safekeeping Trust CO

Austin, TX
SELL
 -
-607
Closed
$68.6K - $204K
0 $0

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