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 |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11- 57.89% |
$133 - $415
|
8
$582
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 5.41% |
$24.2 - $75.4
|
35
$2.55K
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-16.9K- 61.02% |
$218K - $404K
|
10.8K
$787K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.09K- 3.01% |
$14K - $25.9K
|
35.1K
$2.55M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-470- 7.95% |
$6.06K - $11.2K
|
5.44K
$396K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-200- 50.0% |
$2.58K - $4.77K
|
200
$14.6K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 36.23% |
$322 - $596
|
44
$3.2K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-11- 68.75% |
$142 - $262
|
5
$364
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-26.7K- 17.66% |
$327K - $664K
|
124K
$9.05M
|
|
Feb 14, 2023
Q4 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
- |
-5K- 15.43% |
$61.3K - $125K
|
27.4K
$1.99M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 50.0% |
$1.23K - $2.49K
|
100
$7.28K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 33.33% |
$613 - $1.25K
|
100
$7.28K
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 83.33% |
$613 - $1.25K
|
10
$728
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-12Closed |
$147 - $299
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 16.67% |
$61.3 - $125
|
25
$1.82K
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 20.0% |
$12.3 - $24.9
|
4
$291
|
|
Q3 2022 | |||||||
Oct 19, 2022
Q3 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-26.7K- 18.86% |
$555K - $969K
|
115K
$8.36M
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.78K- 44.07% |
$162K - $282K
|
9.88K
$719K
|
|
Nov 02, 2022
Q3 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-2.6KClosed |
$54.1K - $94.3K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-1.4K- 11.93% |
$29.1K - $50.8K
|
10.3K
$752K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-808- 99.51% |
$16.8K - $29.3K
|
4
$291
|
|
Nov 08, 2022
Q3 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-700- 5.98% |
$14.6K - $25.4K
|
11K
$801K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
PUT |
-162- 95.86% |
$3.37K - $5.88K
|
7
$509
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-150- 92.02% |
$3.12K - $5.44K
|
13
$946
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-126- 49.61% |
$2.62K - $4.57K
|
128
$9.32K
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-66- 5.28% |
$1.37K - $2.39K
|
1.19K
$86.2K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-48- 32.43% |
$998 - $1.74K
|
100
$7.28K
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-37- 0.35% |
$769 - $1.34K
|
10.5K
$764K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 50.0% |
$166 - $290
|
8
$582
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$41.6 - $72.6
|
800
$58.2K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-3.24M- 44.81% |
$90.9M - $369M
|
4M
$291M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.01MClosed |
$28.1M - $114M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-632KClosed |
$17.7M - $72M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kuvari Partners LLP
London, X0 |
SELL
|
- |
-297KClosed |
$8.31M - $33.8M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-263KClosed |
$7.35M - $29.9M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-240K- 60.46% |
$6.72M - $27.3M
|
157K
$11.4M
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-140KClosed |
$3.92M - $15.9M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-99.7KClosed |
$2.79M - $11.4M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-79.6KClosed |
$2.23M - $9.06M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-60.1KClosed |
$1.68M - $6.84M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-50.6KClosed |
$1.42M - $5.76M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-45.1KClosed |
$1.26M - $5.13M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-41.7K- 33.29% |
$1.17M - $4.75M
|
83.5K
$6.08M
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-41.4KClosed |
$1.16M - $4.71M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-30KClosed |
$839K - $3.41M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-23.2KClosed |
$651K - $2.65M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-21.4KClosed |
$599K - $2.44M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.4KClosed |
$571K - $2.32M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
CALL |
-20KClosed |
$560K - $2.28M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-17.5KClosed |
$491K - $1.99M
|
0
$0
|