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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$23K - $44.4K
|
500
$32.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
483+ 9.77% |
$22.2K - $42.9K
|
5.43K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
455+ 10.78% |
$20.9K - $40.4K
|
4.68K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
419+ 5.82% |
$19.3K - $37.2K
|
7.62K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
413+ 1.48% |
$19K - $36.7K
|
28.4K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
413+ 18.19% |
$19K - $36.7K
|
2.68K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
404+ 7.31% |
$18.6K - $35.9K
|
5.93K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
401+ 6.95% |
$18.5K - $35.6K
|
6.17K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
374+ 3.03% |
$17.2K - $33.2K
|
12.7K
$822K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
353+ 11.15% |
$16.2K - $31.3K
|
3.52K
$228K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
345+ 6.61% |
$15.9K - $30.6K
|
5.56K
$360K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
333+ 20.01% |
$15.3K - $29.6K
|
2K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
322+ 1.34% |
$14.8K - $28.6K
|
24.4K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 142.86% |
$13.8K - $26.6K
|
510
$33K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250+ 409.84% |
$11.5K - $22.2K
|
311
$20.1K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$12.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
180New |
$8.29K - $16K
|
180
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
161+ 110.27% |
$7.41K - $14.3K
|
307
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
155+ 191.36% |
$7.13K - $13.8K
|
236
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$7.09K - $13.7K
|
154
$9.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
152+ 5.83% |
$7K - $13.5K
|
2.76K
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
141+ 0.78% |
$6.49K - $12.5K
|
18.2K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
118New |
$5.43K - $10.5K
|
118
$7.63K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112+ 31.82% |
$5.16K - $9.94K
|
464
$30K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102+ 1.8% |
$4.7K - $9.05K
|
5.77K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 226.47% |
$3.54K - $6.84K
|
111
$7.18K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 7.27% |
$3.04K - $5.86K
|
974
$63K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
58New |
$2.67K - $5.15K
|
58
$3.75K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
56+ 16.72% |
$2.58K - $4.97K
|
391
$25.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.39K - $4.62K
|
52
$3.36K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 25.5% |
$2.35K - $4.53K
|
251
$16.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 50.0% |
$2.3K - $4.44K
|
150
$9.7K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
50New |
$2.3K - $4.44K
|
50
$3.23K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 24.87% |
$2.26K - $4.35K
|
246
$15.9K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
47New |
$2.16K - $4.17K
|
47
$3.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
47+ 0.77% |
$2.16K - $4.17K
|
6.13K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
41+ 0.42% |
$1.89K - $3.64K
|
9.81K
$635K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 42.11% |
$1.84K - $3.55K
|
135
$8.73K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$1.84K - $3.55K
|
40
$2.59K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$1.38K - $2.66K
|
30
$1.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.15K - $2.22K
|
25
$1.62K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 26.67% |
$1.1K - $2.13K
|
114
$7.37K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21+ 17.21% |
$967 - $1.86K
|
143
$9.25K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 3.51% |
$783 - $1.51K
|
502
$32.5K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 22.22% |
$736 - $1.42K
|
88
$5.69K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.07% |
$644 - $1.24K
|
21.2K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
14+ 155.56% |
$644 - $1.24K
|
23
$1.49K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 37.93% |
$506 - $976
|
40
$2.59K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
11+ 8.53% |
$506 - $976
|
140
$9.06K
|