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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-90.8K- 60.54% |
$2.08M - $4.01M
|
59.2K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-72.9K- 28.59% |
$1.67M - $3.22M
|
182K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-16.6K- 6.37% |
$380K - $732K
|
244K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-12.3K- 69.95% |
$281K - $541K
|
5.27K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.36K- 9.78% |
$214K - $413K
|
86.4K
$6.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.89K- 16.75% |
$158K - $304K
|
34.2K
$2.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4K- 22.22% |
$91.6K - $176K
|
14K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.93K- 16.17% |
$67.2K - $129K
|
15.2K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-494- 75.65% |
$11.3K - $21.8K
|
159
$12.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 87.8% |
$1.65K - $3.18K
|
10
$784
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 43.48% |
$1.15K - $2.21K
|
65
$5.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35- 85.37% |
$802 - $1.54K
|
6
$471
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11- 5.5% |
$252 - $485
|
189
$14.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-2- 25.0% |
$45.8 - $88.2
|
6
$471
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-172K- 91.35% |
$3.73M - $4.93M
|
16.3K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.1K- 99.51% |
$436K - $576K
|
100
$7.84K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 94.14% |
$31.3K - $41.3K
|
90
$7.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-79- 7.98% |
$1.71K - $2.26K
|
911
$71.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 1.41% |
$64.9 - $85.8
|
210
$16.5K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-213K- 85.36% |
$4.95M - $8.26M
|
36.5K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.04K- 22.56% |
$187K - $312K
|
27.6K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-7.5K- 62.5% |
$174K - $291K
|
4.5K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26K- 8.77% |
$99.1K - $165K
|
44.4K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-3.2K- 17.39% |
$74.4K - $124K
|
15.2K
$1.19M
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-389- 99.74% |
$9.04K - $15.1K
|
1
$78.4
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-223- 0.31% |
$5.18K - $8.65K
|
71.6K
$5.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-181- 83.8% |
$4.21K - $7.02K
|
35
$2.74K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-142- 3.41% |
$3.3K - $5.51K
|
4.02K
$315K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 39.76% |
$767 - $1.28K
|
50
$3.92K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-17- 29.82% |
$395 - $660
|
40
$3.14K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-17- 40.48% |
$395 - $660
|
25
$1.96K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 6.49% |
$116 - $194
|
72
$5.65K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-61.6K- 59.29% |
$1.29M - $2.91M
|
42.3K
$3.32M
|
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
PUT |
-50KClosed |
$1.04M - $2.37M
|
0
$0
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.5K- 12.82% |
$220K - $498K
|
71.6K
$5.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.36K- 26.65% |
$195K - $443K
|
25.8K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.35K- 45.85% |
$174K - $395K
|
9.86K
$773K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8K- 10.0% |
$167K - $378K
|
72K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
PUT |
-1.95K- 59.09% |
$40.7K - $92.3K
|
1.35K
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.23K- 23.73% |
$25.7K - $58.3K
|
3.96K
$310K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-600- 27.27% |
$12.5K - $28.4K
|
1.6K
$125K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-430- 6.03% |
$8.97K - $20.3K
|
6.71K
$526K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 50.0% |
$4.17K - $9.46K
|
200
$15.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-75K- 42.86% |
$1.99M - $5.41M
|
100K
$7.84M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.12K- 52.41% |
$29.7K - $80.7K
|
1.02K
$79.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.03K- 99.51% |
$27.2K - $73.9K
|
5
$392
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-579- 94.92% |
$15.4K - $41.7K
|
31
$2.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-502- 70.01% |
$13.3K - $36.2K
|
215
$16.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-200- 25.0% |
$5.31K - $14.4K
|
600
$47.1K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-101K- 51.52% |
$1.22M - $3.8M
|
94.9K
$7.45M
|
|