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 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.6KNew |
$175K - $325K
|
13.6K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$175K - $324K
|
13.6K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
13.2KNew |
$171K - $316K
|
13.2K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$149K - $275K
|
11.5K
$951K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11.2KNew |
$145K - $268K
|
11.2K
$926K
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
10.1KNew |
$130K - $241K
|
10.1K
$832K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10KNew |
$129K - $239K
|
10K
$824K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.26K+ 32.78% |
$119K - $221K
|
37.5K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.95K+ 38.85% |
$89.5K - $166K
|
24.8K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.97K+ 5.41% |
$77K - $142K
|
116K
$9.59M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.62K+ 24.48% |
$72.5K - $134K
|
28.6K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.41K+ 19.85% |
$69.7K - $129K
|
32.7K
$2.69M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.94K+ 84.38% |
$63.6K - $118K
|
10.8K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.78K+ 6.12% |
$48.8K - $90.2K
|
65.6K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.71K+ 35.62% |
$47.8K - $88.4K
|
14.1K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.54K+ 17.66% |
$45.6K - $84.3K
|
23.6K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.47K+ 981.59% |
$44.7K - $82.6K
|
3.82K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.19K+ 10.92% |
$41.1K - $76K
|
32.4K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.17K+ 113.36% |
$40.9K - $75.7K
|
5.97K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.12K+ 73.51% |
$40.2K - $74.5K
|
7.37K
$607K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3K+ 3.41% |
$38.7K - $71.6K
|
91K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 11.5% |
$36.9K - $68.2K
|
27.7K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.38K+ 8.39% |
$30.7K - $56.9K
|
30.8K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.23K+ 0.6% |
$28.7K - $53.2K
|
374K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.05K+ 0.7% |
$26.4K - $48.9K
|
294K
$24.2M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2KNew |
$25.7K - $47.6K
|
2K
$165K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.96K+ 4.18% |
$25.3K - $46.8K
|
48.8K
$4.03M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.58K+ 5.36% |
$20.3K - $37.6K
|
30.9K
$2.55M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.56KNew |
$20.1K - $37.2K
|
1.56K
$128K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 10.16% |
$16.9K - $31.2K
|
14.2K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 8.39% |
$16.8K - $31.1K
|
16.9K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.25K+ 36.57% |
$16K - $29.7K
|
4.65K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21KNew |
$15.6K - $28.9K
|
1.21K
$99.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2KNew |
$15.5K - $28.7K
|
1.2K
$99.2K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 48.81% |
$15.4K - $28.5K
|
3.64K
$300K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$14.8K - $27.4K
|
1.15K
$94.5K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
880+ 17.65% |
$11.3K - $21K
|
5.87K
$483K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
810New |
$10.4K - $19.3K
|
810
$66.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
760+ 0.93% |
$9.8K - $18.1K
|
82.4K
$6.79M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
705+ 1101.56% |
$9.09K - $16.8K
|
769
$63.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
691+ 3.34% |
$8.91K - $16.5K
|
21.4K
$1.76M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
675+ 20.64% |
$8.7K - $16.1K
|
3.95K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
608New |
$7.84K - $14.5K
|
608
$50.1K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
559+ 252.94% |
$7.21K - $13.3K
|
780
$64.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
556+ 48.26% |
$7.17K - $13.3K
|
1.71K
$141K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
500New |
$6.45K - $11.9K
|
500
$41.2K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
483+ 69.4% |
$6.23K - $11.5K
|
1.18K
$97.2K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
411New |
$5.3K - $9.8K
|
411
$33.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
355+ 87.87% |
$4.58K - $8.47K
|
759
$62.6K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
343+ 127.99% |
$4.42K - $8.18K
|
611
$50.4K
|