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 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.42% |
$460 - $888
|
715
$46.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$368 - $710
|
8
$517
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 14.89% |
$322 - $621
|
54
$3.49K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7+ 13.73% |
$322 - $621
|
58
$3.75K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 4.0% |
$184 - $355
|
104
$6.73K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 5.36% |
$138 - $266
|
59
$3.82K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.47% |
$92.1 - $178
|
83
$5.37K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.5% |
$46 - $88.8
|
202
$13.1K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.96% |
$46 - $88.8
|
50
$3.23K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1- 1.23% |
$46 - $88.8
|
80
$5.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 13.33% |
$92.1 - $178
|
13
$841
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 23.08% |
$138 - $266
|
10
$647
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5- 9.8% |
$230 - $444
|
46
$2.98K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 0.11% |
$230 - $444
|
4.71K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5- 7.14% |
$230 - $444
|
65
$4.2K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 14.63% |
$276 - $533
|
35
$2.26K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 2.59% |
$552 - $1.07K
|
452
$29.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.29% |
$690 - $1.33K
|
5.15K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 3.51% |
$690 - $1.33K
|
412
$26.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19- 0.32% |
$875 - $1.69K
|
5.92K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 66.67% |
$921 - $1.78K
|
10
$647
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-26- 13.07% |
$1.2K - $2.31K
|
173
$11.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 9.29% |
$1.2K - $2.31K
|
254
$16.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 2.99% |
$1.29K - $2.49K
|
908
$58.7K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-30- 3.5% |
$1.38K - $2.66K
|
827
$53.5K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-31- 3.79% |
$1.43K - $2.75K
|
787
$50.9K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-38- 2.37% |
$1.75K - $3.37K
|
1.57K
$101K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 4.42% |
$1.8K - $3.46K
|
843
$54.5K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-43- 0.5% |
$1.98K - $3.82K
|
8.62K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$2.3K - $4.44K
|
15K
$970K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-72- 32.14% |
$3.31K - $6.39K
|
152
$9.83K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-82- 43.85% |
$3.77K - $7.28K
|
105
$6.79K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-90- 1.87% |
$4.14K - $7.99K
|
4.73K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 0.68% |
$4.6K - $8.88K
|
14.6K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 6.35% |
$4.6K - $8.88K
|
1.48K
$95.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-116- 27.75% |
$5.34K - $10.3K
|
302
$19.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-200- 2.84% |
$9.21K - $17.8K
|
6.85K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-207- 2.8% |
$9.53K - $18.4K
|
7.18K
$464K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-215- 2.62% |
$9.9K - $19.1K
|
8K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-261- 5.14% |
$12K - $23.2K
|
4.82K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-300- 1.55% |
$13.8K - $26.6K
|
19.1K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-403- 2.77% |
$18.6K - $35.8K
|
14.1K
$915K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-506- 4.5% |
$23.3K - $44.9K
|
10.7K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-677- 11.78% |
$31.2K - $60.1K
|
5.07K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-709- 1.5% |
$32.6K - $62.9K
|
46.5K
$3M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-893- 3.02% |
$41.1K - $79.3K
|
28.7K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-898- 4.49% |
$41.3K - $79.7K
|
19.1K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-953- 10.37% |
$43.9K - $84.6K
|
8.23K
$533K
|