Purchases and Sales Made in Q1 2025 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q1 2025. 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 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
30.1K+ 45.59% |
$1.38M - $2.67M
|
96.1K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
28.9KNew |
$1.33M - $2.57M
|
28.9K
$1.87M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
27.3K+ 18.72% |
$1.26M - $2.42M
|
173K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
25.2KNew |
$1.16M - $2.24M
|
25.2K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
23.6K+ 500.23% |
$1.09M - $2.1M
|
28.4K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.4KNew |
$985K - $1.9M
|
21.4K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
19.7KNew |
$907K - $1.75M
|
19.7K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
19KNew |
$877K - $1.69M
|
19K
$1.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
18.4KNew |
$846K - $1.63M
|
18.4K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
18.2K+ 91.46% |
$838K - $1.62M
|
38.1K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
15.2K+ 89.24% |
$701K - $1.35M
|
32.3K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 106.76% |
$693K - $1.34M
|
29.1K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.9KNew |
$687K - $1.33M
|
14.9K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.4K+ 7.56% |
$662K - $1.28M
|
205K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.7K+ 27.7% |
$632K - $1.22M
|
63.3K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.3K+ 74.26% |
$613K - $1.18M
|
31.2K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 20.87% |
$584K - $1.13M
|
73.5K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.2K+ 40.57% |
$563K - $1.09M
|
42.4K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.2K+ 45.64% |
$562K - $1.08M
|
38.9K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
11.9KNew |
$550K - $1.06M
|
11.9K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
11.8KNew |
$543K - $1.05M
|
11.8K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.5K+ 753.95% |
$528K - $1.02M
|
13K
$840K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.4K+ 69.1% |
$524K - $1.01M
|
27.9K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1KNew |
$512K - $987K
|
11.1K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
10.5KNew |
$483K - $932K
|
10.5K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.4K+ 307.61% |
$480K - $925K
|
13.8K
$893K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10.4K+ 141.67% |
$479K - $924K
|
17.8K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.95K+ 48.04% |
$458K - $883K
|
30.6K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.91K+ 11.84% |
$456K - $880K
|
93.6K
$6.06M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
9.4K+ 6.28% |
$433K - $834K
|
159K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
9.3KNew |
$428K - $826K
|
9.3K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.88K+ 51.79% |
$409K - $788K
|
26K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.17K+ 36.4% |
$376K - $725K
|
30.6K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
8.14K+ 26.01% |
$375K - $723K
|
39.4K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 175.51% |
$373K - $719K
|
12.7K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 32.48% |
$367K - $708K
|
32.5K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.88K+ 5.91% |
$363K - $699K
|
141K
$9.13M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.34K+ 93.01% |
$338K - $652K
|
15.2K
$986K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.11KNew |
$327K - $631K
|
7.11K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.08KNew |
$326K - $629K
|
7.08K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.08K+ 127.4% |
$326K - $628K
|
12.6K
$817K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.69K+ 10787.1% |
$308K - $594K
|
6.75K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.61K+ 30.75% |
$304K - $587K
|
28.1K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.58K+ 13.0% |
$303K - $584K
|
57.2K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.44K+ 20.69% |
$296K - $571K
|
37.5K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.4K+ 20.5% |
$294K - $568K
|
37.6K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.7K+ 9.11% |
$262K - $506K
|
68.3K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.68K+ 174.32% |
$261K - $504K
|
8.94K
$578K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5.5KNew |
$253K - $488K
|
5.5K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.44K+ 75.43% |
$250K - $483K
|
12.7K
$818K
|