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
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-894- 2.42% |
$11.5K - $21.3K
|
36K
$2.67M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-919- 1.0% |
$11.8K - $21.9K
|
91.1K
$6.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-930- 7.4% |
$12K - $22.2K
|
11.6K
$862K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-984- 87.47% |
$12.7K - $23.5K
|
141
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.09K- 2.52% |
$14K - $25.9K
|
41.9K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.09K- 3.01% |
$14K - $25.9K
|
35.1K
$2.6M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.09K- 3.01% |
$14K - $25.9K
|
35.1K
$2.6M
|
|
|
May 23, 2023
Q1 2023
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-1.73K- 39.66% |
$22.3K - $41.3K
|
2.64K
$195K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 99.22% |
$24.6K - $45.5K
|
15
$1.11K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.83K- 13.13% |
$36.4K - $67.4K
|
18.7K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.6K- 6.76% |
$46.4K - $85.9K
|
49.7K
$3.68M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.97K- 16.69% |
$51.1K - $94.6K
|
19.8K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.05K- 0.35% |
$52.2K - $96.6K
|
1.17M
$86.5M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-4.08K- 49.26% |
$52.6K - $97.3K
|
4.2K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.28K- 26.04% |
$55.2K - $102K
|
12.2K
$901K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.3K- 7.31% |
$68.3K - $126K
|
67.2K
$4.97M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.45K- 38.9% |
$70.3K - $130K
|
8.57K
$634K
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-5.49K- 15.66% |
$70.8K - $131K
|
29.6K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.58K- 75.8% |
$72K - $133K
|
1.78K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.11K- 2.53% |
$78.8K - $146K
|
235K
$17.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.7K- 11.66% |
$86.3K - $160K
|
50.7K
$3.76M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-8.4K- 95.96% |
$108K - $200K
|
354
$26.2K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.8K- 20.48% |
$113K - $210K
|
34.2K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.05K- 37.95% |
$117K - $216K
|
14.8K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-10.9K- 15.32% |
$141K - $261K
|
60.5K
$4.48M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.1K- 65.94% |
$168K - $312K
|
6.75K
$500K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 1.97% |
$212K - $393K
|
819K
$60.7M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 1.97% |
$212K - $393K
|
819K
$60.7M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-16.9KClosed |
$218K - $403K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-16.9K- 61.02% |
$218K - $404K
|
10.8K
$801K
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-17.7K- 10.01% |
$228K - $422K
|
159K
$11.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.5K- 2.37% |
$315K - $584K
|
1.01M
$74.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 49.23% |
$319K - $591K
|
25.6K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-29.4K- 85.54% |
$379K - $701K
|
4.97K
$368K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-33.1K- 85.14% |
$427K - $789K
|
5.78K
$428K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-35.5K- 33.25% |
$458K - $847K
|
71.3K
$5.28M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-36.7K- 59.43% |
$472K - $874K
|
25K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-77.2K- 82.02% |
$996K - $1.84M
|
16.9K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-86.8KClosed |
$1.12M - $2.07M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-94.3K- 38.83% |
$1.22M - $2.25M
|
149K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-97.3K- 60.58% |
$1.25M - $2.32M
|
63.3K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-100K- 90.83% |
$1.3M - $2.4M
|
10.1K
$751K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-155K- 87.33% |
$1.99M - $3.69M
|
22.4K
$1.66M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-299K- 57.29% |
$3.85M - $7.13M
|
223K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.29M- 72.68% |
$42.5M - $78.6M
|
1.24M
$91.7M
|