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 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-126Closed |
$16.6K - $49.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100Closed |
$13.2K - $39K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-50Closed |
$6.58K - $19.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35Closed |
$4.6K - $13.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-25- 20.0% |
$3.29K - $9.75K
|
100
$7.84K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-17Closed |
$2.24K - $6.63K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7Closed |
$921 - $2.73K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6Closed |
$789 - $2.34K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6Closed |
$789 - $2.34K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3Closed |
$395 - $1.17K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3Closed |
$395 - $1.17K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 25, 2021
Q3 2021
|
Kpcb Xv Associates, LLC
|
SELL
|
- |
-636KClosed |
$71.9M - $214M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Nea Management Company, LLC
Timonium, MD |
SELL
|
- |
-287KClosed |
$32.5M - $96.6M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-150KClosed |
$17M - $50.5M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-142KClosed |
$16.1M - $47.9M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Collaborative Holdings Management LP
New York, NY |
SELL
|
- |
-139KClosed |
$15.7M - $46.8M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbourvest Partners LLC
Boston, MA |
SELL
|
- |
-45.3KClosed |
$5.12M - $15.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
CALL |
-40KClosed |
$4.52M - $13.5M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pathway Capital Management, LP
Irvine, CA |
SELL
|
- |
-32.8KClosed |
$3.71M - $11M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-11.7KClosed |
$1.33M - $3.95M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-11.3KClosed |
$1.28M - $3.8M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.1KClosed |
$1.15M - $3.41M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-10KClosed |
$1.13M - $3.36M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.48KClosed |
$620K - $1.84M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Yale University
New Haven, CT |
SELL
|
- |
-5.25KClosed |
$593K - $1.76M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-5KClosed |
$565K - $1.68M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Blackstone Inc
New York, NY |
SELL
|
- |
-4.03KClosed |
$456K - $1.35M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-3.96KClosed |
$447K - $1.33M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.23KClosed |
$253K - $751K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.16KClosed |
$244K - $725K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.97KClosed |
$223K - $663K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.71KClosed |
$193K - $575K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-607Closed |
$68.6K - $204K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-10Closed |
$1.13K - $3.36K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-3.69MClosed |
$310M - $627M
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
First Round Capital Management Iii, LLC
Philadelphia, PA |
SELL
|
- |
-2.92MClosed |
$245M - $496M
|
0
$0
|
|
Nov 14, 2022
Q2 2021
|
Alphabet Inc.
Mountain View, CA |
SELL
|
- |
-832KClosed |
$70M - $142M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Founders Fund Iv Management, LLC
San Francisco, CA |
SELL
|
- |
-513KClosed |
$43.2M - $87.3M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-125KClosed |
$10.5M - $21.3M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-100KClosed |
$8.44M - $17.1M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Maplelane Capital, LLC
New York, NY |
SELL
|
PUT |
-30KClosed |
$2.52M - $5.1M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-22KClosed |
$1.85M - $3.73M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5KClosed |
$420K - $850K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-5KClosed |
$420K - $850K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.77KClosed |
$149K - $301K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-141Closed |
$11.9K - $24K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$8.41K - $17K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-80Closed |
$6.72K - $13.6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16Closed |
$1.34K - $2.72K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
12 West Capital Management LP
New York, NY |
SELL
|
- |
-350KClosed |
$15.4M - $57.7M
|
0
$0
|