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 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
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-17.4KClosed |
$487K - $1.98M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Renaissance Capital LLC
|
SELL
|
- |
-15.1KClosed |
$422K - $1.72M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
- |
-13KClosed |
$364K - $1.48M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-11.4KClosed |
$320K - $1.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 42.09% |
$305K - $1.24M
|
15K
$1.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-10.5KClosed |
$295K - $1.2M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-9.34KClosed |
$262K - $1.06M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-9.26KClosed |
$259K - $1.05M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-8.63KClosed |
$242K - $983K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-8.37KClosed |
$234K - $953K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-7KClosed |
$196K - $797K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.41KClosed |
$179K - $729K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-6.22KClosed |
$174K - $708K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.08KClosed |
$170K - $692K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Holdings CO
Arlington, VA |
SELL
|
- |
-5.85KClosed |
$164K - $666K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.71KClosed |
$160K - $650K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Act Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.5KClosed |
$154K - $626K
|
0
$0
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.5KClosed |
$154K - $626K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.36KClosed |
$150K - $610K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-5.09KClosed |
$142K - $579K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5.03KClosed |
$141K - $573K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
CALL |
-5KClosed |
$140K - $569K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.99KClosed |
$140K - $568K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.87K- 35.53% |
$136K - $554K
|
8.83K
$693K
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.6KClosed |
$129K - $524K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-4.57KClosed |
$128K - $521K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.37KClosed |
$122K - $498K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.31KClosed |
$121K - $491K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26KClosed |
$119K - $485K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.19KClosed |
$117K - $477K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.04KClosed |
$113K - $460K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.01KClosed |
$112K - $457K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-4.01KClosed |
$112K - $456K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-4KClosed |
$112K - $455K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-3.98KClosed |
$111K - $453K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.94KClosed |
$110K - $449K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-3.93KClosed |
$110K - $447K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-3.87KClosed |
$108K - $441K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-3.82KClosed |
$107K - $435K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-3.8KClosed |
$106K - $433K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.77KClosed |
$106K - $429K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.73KClosed |
$104K - $424K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
CALL |
-3.7KClosed |
$104K - $421K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$99.1K - $403K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$99K - $402K
|
0
$0
|