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
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.36K+ 15.18% |
$247K - $476K
|
40.7K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.27KNew |
$243K - $468K
|
5.27K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.16K+ 4.6% |
$238K - $458K
|
117K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.75KNew |
$219K - $422K
|
4.75K
$307K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.71K+ 6.6% |
$217K - $418K
|
76K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.59KNew |
$211K - $407K
|
4.59K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.58K+ 10.6% |
$211K - $407K
|
47.8K
$3.09M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$209K - $403K
|
4.54K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.48KNew |
$206K - $398K
|
4.48K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.47K+ 5.75% |
$206K - $396K
|
82.1K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.4KNew |
$203K - $391K
|
4.4K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.17K+ 7.4% |
$192K - $370K
|
60.5K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.03K+ 12.44% |
$186K - $358K
|
36.4K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.97K+ 9.12% |
$183K - $353K
|
47.6K
$3.08M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
3.8K+ 271.43% |
$175K - $337K
|
5.2K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.63K+ 74.9% |
$167K - $322K
|
8.48K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.5KNew |
$161K - $310K
|
3.5K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 52.29% |
$144K - $277K
|
9.08K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.05K+ 313.59% |
$140K - $270K
|
4.02K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.99K+ 26.35% |
$137K - $265K
|
14.3K
$926K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.82K+ 211.01% |
$130K - $250K
|
4.15K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.78K+ 76.35% |
$128K - $247K
|
6.42K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.68K+ 12752.38% |
$123K - $238K
|
2.7K
$175K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.39K+ 482.26% |
$110K - $212K
|
2.89K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.3K+ 14.47% |
$106K - $204K
|
18.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.25K+ 19.87% |
$103K - $199K
|
13.5K
$876K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.13K+ 10.83% |
$98.1K - $189K
|
21.8K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
2.08K+ 22.84% |
$95.7K - $184K
|
11.2K
$723K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.97K+ 51.82% |
$90.6K - $175K
|
5.77K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 20.19% |
$88.9K - $171K
|
11.5K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.84KNew |
$84.7K - $163K
|
1.84K
$119K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 385.07% |
$71.3K - $137K
|
1.95K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.53K+ 9.03% |
$70.6K - $136K
|
18.5K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.47K+ 6.66% |
$67.6K - $130K
|
23.5K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.39K+ 273.33% |
$64.2K - $124K
|
1.9K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.36KNew |
$62.6K - $121K
|
1.36K
$87.9K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.34K+ 13.0% |
$61.8K - $119K
|
11.7K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.26K+ 5.17% |
$58.1K - $112K
|
25.7K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
- |
1.23K+ 5.09% |
$56.6K - $109K
|
25.4K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1K+ 4.09% |
$46.2K - $89.1K
|
25.5K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
880+ 4.29% |
$40.5K - $78.1K
|
21.4K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
867+ 19.72% |
$39.9K - $77K
|
5.26K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
836+ 71.21% |
$38.5K - $74.2K
|
2.01K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
782+ 2.2% |
$36K - $69.4K
|
36.4K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
737+ 0.11% |
$33.9K - $65.4K
|
658K
$42.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
653+ 21.15% |
$30.1K - $58K
|
3.74K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
577+ 11.31% |
$26.6K - $51.2K
|
5.68K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
573+ 12.58% |
$26.4K - $50.9K
|
5.13K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
563+ 13.85% |
$25.9K - $50K
|
4.63K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
537+ 3.18% |
$24.7K - $47.7K
|
17.4K
$1.13M
|