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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.61K+ 46.02% |
$323K - $570K
|
11.5K
$848K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
3.55K+ 2230.82% |
$317K - $560K
|
3.71K
$274K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.52KNew |
$314K - $556K
|
3.52K
$261K
|
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.45KNew |
$308K - $546K
|
3.45K
$256K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.42K+ 2460.43% |
$306K - $540K
|
3.56K
$264K
|
|
|
Aug 03, 2022
Q1 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.28K+ 33.48% |
$293K - $519K
|
13.1K
$969K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.22KNew |
$287K - $508K
|
3.22K
$238K
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.2K+ 1.63% |
$286K - $506K
|
199K
$14.8M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.15K+ 79.47% |
$282K - $498K
|
7.12K
$527K
|
|
|
May 10, 2024
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.11KNew |
$278K - $491K
|
3.11K
$230K
|
|
|
May 12, 2022
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.11KNew |
$278K - $491K
|
3.11K
$230K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
3.1KNew |
$277K - $490K
|
3.1K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
3.1K+ 58.66% |
$277K - $489K
|
8.37K
$620K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.01KNew |
$269K - $476K
|
3.01K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$268K - $474K
|
3K
$222K
|
|
|
May 13, 2022
Q1 2022
|
Aviva PLC
|
BUY
|
- |
2.97KNew |
$266K - $470K
|
2.97K
$220K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.92KNew |
$261K - $461K
|
2.92K
$216K
|
|
|
May 12, 2022
Q1 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.92K+ 85.46% |
$260K - $461K
|
6.33K
$469K
|
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.89K+ 1300.45% |
$258K - $456K
|
3.11K
$230K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.87KNew |
$256K - $453K
|
2.87K
$212K
|
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.83K+ 6.2% |
$253K - $447K
|
48.5K
$3.59M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.77K+ 1603.47% |
$248K - $438K
|
2.95K
$218K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.7K+ 900.0% |
$241K - $427K
|
3K
$222K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.69K+ 515.55% |
$240K - $424K
|
3.21K
$238K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.63K+ 40.55% |
$235K - $415K
|
9.11K
$674K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.63KNew |
$235K - $415K
|
2.63K
$194K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.61K+ 73.01% |
$233K - $412K
|
6.19K
$458K
|
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.6KNew |
$232K - $411K
|
2.6K
$193K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.57K+ 159.03% |
$230K - $406K
|
4.19K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.53K+ 84.75% |
$226K - $400K
|
5.52K
$409K
|
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.53K+ 7.44% |
$226K - $400K
|
36.6K
$2.71M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.47KNew |
$221K - $391K
|
2.47K
$183K
|
|
|
Apr 14, 2022
Q1 2022
|
Xr Securities LLC
|
BUY
|
- |
2.42K+ 159.51% |
$216K - $382K
|
3.93K
$291K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 383.87% |
$213K - $376K
|
3K
$222K
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
2.35KNew |
$210K - $371K
|
2.35K
$174K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.33KNew |
$208K - $368K
|
2.33K
$173K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.28K+ 103.03% |
$203K - $359K
|
4.48K
$332K
|
|
|
Apr 13, 2022
Q1 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.26K+ 72.94% |
$202K - $357K
|
5.36K
$397K
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
2.23K+ 21.15% |
$199K - $352K
|
12.8K
$947K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.21K+ 88.24% |
$198K - $350K
|
4.72K
$350K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$197K - $348K
|
2.2K
$163K
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.1KNew |
$188K - $332K
|
2.1K
$156K
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.09KNew |
$187K - $331K
|
2.09K
$155K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.09KNew |
$187K - $331K
|
2.09K
$155K
|
|
|
May 13, 2022
Q1 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$183K - $324K
|
2.05K
$152K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.04KNew |
$182K - $322K
|
2.04K
$151K
|
|
|
May 13, 2022
Q1 2022
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
2.01KNew |
$180K - $318K
|
2.01K
$149K
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2KNew |
$179K - $316K
|
2K
$148K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.98KNew |
$177K - $313K
|
1.98K
$146K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.97KNew |
$176K - $311K
|
1.97K
$146K
|