Purchases and Sales Made in Q1 2022 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q1 2022. The information is specifically focused on institutions that hold shares of Upstart Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8K+ 66.8% |
$715K - $1.26M
|
20K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
7.89KNew |
$705K - $1.25M
|
7.89K
$543K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.83K+ 63.76% |
$699K - $1.24M
|
20.1K
$1.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
7.33KNew |
$655K - $1.16M
|
7.33K
$505K
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.22KNew |
$645K - $1.14M
|
7.22K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
7KNew |
$625K - $1.11M
|
7K
$482K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.98KNew |
$624K - $1.1M
|
6.98K
$481K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.91K+ 256.77% |
$617K - $1.09M
|
9.6K
$661K
|
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
BUY
|
- |
6.62KNew |
$592K - $1.05M
|
6.62K
$456K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.6KNew |
$590K - $1.04M
|
6.6K
$455K
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
6.54K+ 124.59% |
$584K - $1.03M
|
11.8K
$811K
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
6.53K+ 60.06% |
$583K - $1.03M
|
17.4K
$1.2M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.41KNew |
$572K - $1.01M
|
6.41K
$441K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.38K+ 53.05% |
$570K - $1.01M
|
18.4K
$1.27M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.37KNew |
$569K - $1.01M
|
6.37K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.28K+ 287.98% |
$561K - $991K
|
8.45K
$582K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.18K+ 135.51% |
$552K - $976K
|
10.7K
$739K
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
6.17K+ 179.03% |
$551K - $975K
|
9.62K
$662K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
6.12K+ 9.81% |
$547K - $967K
|
68.5K
$4.72M
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
6.11K+ 115.47% |
$546K - $966K
|
11.4K
$785K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.96K+ 2.26% |
$532K - $942K
|
270K
$18.6M
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.92K+ 66.78% |
$529K - $936K
|
14.8K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.75K+ 109.52% |
$514K - $908K
|
11K
$757K
|
|
|
May 16, 2022
Q1 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.71KNew |
$510K - $902K
|
5.71K
$393K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.5KNew |
$492K - $870K
|
5.5K
$379K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.43K+ 66.86% |
$485K - $858K
|
13.5K
$933K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.33K+ 63.76% |
$476K - $843K
|
13.7K
$943K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.99KNew |
$446K - $788K
|
4.99K
$344K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.89K+ 29.33% |
$437K - $773K
|
21.6K
$1.48M
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.84K+ 129.68% |
$432K - $764K
|
8.57K
$590K
|
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.8K+ 436.36% |
$429K - $758K
|
5.9K
$406K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.76K+ 40.56% |
$426K - $753K
|
16.5K
$1.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
4.71KNew |
$420K - $744K
|
4.71K
$324K
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.61KNew |
$412K - $728K
|
4.61K
$317K
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
BUY
|
- |
4.57KNew |
$409K - $723K
|
4.57K
$315K
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.42K+ 40.3% |
$395K - $698K
|
15.4K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 12.24% |
$393K - $695K
|
40.4K
$2.78M
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.28KNew |
$382K - $676K
|
4.28K
$294K
|
|
|
May 16, 2022
Q1 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
4.26KNew |
$380K - $673K
|
4.26K
$293K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.18K+ 93.43% |
$373K - $660K
|
8.65K
$596K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.15K+ 111.98% |
$371K - $656K
|
7.86K
$541K
|
|
|
May 16, 2022
Q1 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.11K+ 81.77% |
$367K - $649K
|
9.13K
$628K
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.05K+ 77.81% |
$362K - $640K
|
9.26K
$637K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.01KNew |
$358K - $634K
|
4.01K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
4.01KNew |
$358K - $633K
|
4.01K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$357K - $632K
|
4K
$275K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.99K+ 58.11% |
$357K - $631K
|
10.9K
$748K
|
|
|
May 10, 2022
Q1 2022
|
Parametrica Management LTD
|
BUY
|
- |
3.98KNew |
$356K - $629K
|
3.98K
$274K
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
BUY
|
- |
3.95K+ 73.27% |
$353K - $624K
|
9.34K
$643K
|
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.92KNew |
$350K - $620K
|
3.92K
$270K
|