Purchases and Sales Made in Q1 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q1 2023. 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, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24M+ 1683.51% |
$16M - $29.6M
|
1.32M
$97.4M
|
|
May 12, 2023
Q1 2023
|
Coatue Management LLC
New York, NY |
BUY
|
- |
832K+ 100.0% |
$10.7M - $19.9M
|
1.66M
$123M
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
620KNew |
$8M - $14.8M
|
620K
$46M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
225KNew |
$2.9M - $5.36M
|
225K
$16.6M
|
|
May 15, 2023
Q1 2023
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
- |
218KNew |
$2.82M - $5.21M
|
218K
$16.2M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
198K+ 68.16% |
$2.55M - $4.71M
|
487K
$36.1M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
134K+ 354.63% |
$1.73M - $3.21M
|
172K
$12.8M
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
131KNew |
$1.69M - $3.12M
|
131K
$9.7M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
131KNew |
$1.69M - $3.12M
|
131K
$9.7M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
120K+ 101.67% |
$1.54M - $2.85M
|
237K
$17.6M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
113K+ 1059.83% |
$1.46M - $2.7M
|
124K
$9.16M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
106K+ 15.36% |
$1.36M - $2.52M
|
793K
$58.7M
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
102K+ 108.69% |
$1.31M - $2.43M
|
196K
$14.5M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
101K+ 555.54% |
$1.3M - $2.41M
|
119K
$8.83M
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
92.2KNew |
$1.19M - $2.2M
|
92.2K
$6.83M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
91.4KNew |
$1.18M - $2.18M
|
91.4K
$6.77M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.4K+ 5.76% |
$1.15M - $2.13M
|
1.64M
$122M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
84.2K+ 121.38% |
$1.09M - $2.01M
|
154K
$11.4M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
82.3K+ 2.62% |
$1.06M - $1.96M
|
3.23M
$239M
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
75KNew |
$967K - $1.79M
|
75K
$5.55M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.9K+ 27.25% |
$927K - $1.71M
|
336K
$24.9M
|
|
May 15, 2023
Q1 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
69.9K+ 69900.0% |
$901K - $1.67M
|
70K
$5.18M
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
50KNew |
$645K - $1.19M
|
50K
$3.7M
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
48.8KNew |
$629K - $1.16M
|
48.8K
$3.61M
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
45.5KNew |
$586K - $1.08M
|
45.5K
$3.37M
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
42.9K+ 4.35% |
$553K - $1.02M
|
1.03M
$76.2M
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
40.4KNew |
$520K - $963K
|
40.4K
$2.99M
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.4K+ 2.99% |
$507K - $939K
|
1.35M
$100M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
38.9KNew |
$502K - $929K
|
38.9K
$2.88M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
35.4K+ 43.74% |
$456K - $844K
|
116K
$8.61M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
31.3K+ 626600.0% |
$404K - $747K
|
31.3K
$2.32M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
29.6KNew |
$382K - $707K
|
29.6K
$2.2M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
26.6K+ 117.15% |
$343K - $635K
|
49.4K
$3.66M
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
26.6KNew |
$343K - $634K
|
26.6K
$1.97M
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.5KNew |
$303K - $560K
|
23.5K
$1.74M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
23.2KNew |
$299K - $553K
|
23.2K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
23KNew |
$296K - $549K
|
23K
$1.7M
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$288K - $533K
|
22.3K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
22K+ 93.22% |
$284K - $525K
|
45.6K
$3.38M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
21.9K+ 163.11% |
$283K - $523K
|
35.4K
$2.62M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5KNew |
$277K - $513K
|
21.5K
$1.59M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.4KNew |
$276K - $510K
|
21.4K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
18.9K+ 0.3% |
$244K - $451K
|
6.42M
$475M
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
18.8KNew |
$242K - $448K
|
18.8K
$1.39M
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
17.5KNew |
$226K - $418K
|
17.5K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
17K+ 22.01% |
$220K - $407K
|
94.5K
$7M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.8K+ 81.47% |
$217K - $401K
|
37.5K
$2.77M
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
15.1K+ 68.64% |
$195K - $360K
|
37.1K
$2.75M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15KNew |
$193K - $357K
|
15K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 43.57% |
$181K - $335K
|
46.3K
$3.43M
|