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 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1K- 6.67% |
$46K - $88.8K
|
14K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.02K- 3.1% |
$46.9K - $90.4K
|
31.8K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-1.05K- 9.15% |
$48.3K - $93.2K
|
10.4K
$674K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.1K- 5.72% |
$50.7K - $97.8K
|
18.1K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.14K- 10.62% |
$52.3K - $101K
|
9.57K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 9.06% |
$62.5K - $120K
|
13.6K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.41K- 6.64% |
$64.8K - $125K
|
19.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.5K- 10.34% |
$69K - $133K
|
13K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.5K- 35.21% |
$69K - $133K
|
2.76K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.84K- 73.19% |
$84.6K - $163K
|
673
$43.5K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 8.3% |
$88.1K - $170K
|
21.2K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 9.66% |
$94.4K - $182K
|
19.2K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.13K- 48.74% |
$98.1K - $189K
|
2.24K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-2.61K- 25.06% |
$120K - $231K
|
7.79K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.62K- 34.83% |
$121K - $233K
|
4.91K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.94K- 7.01% |
$136K - $261K
|
39K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.06K- 2.52% |
$141K - $272K
|
119K
$7.68M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.19K- 12.06% |
$147K - $283K
|
23.2K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.43K- 31.78% |
$158K - $305K
|
7.37K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.5K- 29.99% |
$161K - $311K
|
8.17K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.56K- 21.0% |
$210K - $404K
|
17.1K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.78K- 19.52% |
$220K - $425K
|
19.7K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.79K- 21.65% |
$220K - $425K
|
17.3K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.15K- 8.01% |
$237K - $457K
|
59.1K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-5.2K- 17.57% |
$239K - $462K
|
24.4K
$1.58M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.45K- 98.87% |
$251K - $484K
|
62
$4.01K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.54K- 1.55% |
$255K - $492K
|
351K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.84K- 32.3% |
$269K - $518K
|
12.2K
$791K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.92K- 56.65% |
$273K - $526K
|
4.53K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.17K- 44.14% |
$330K - $636K
|
9.07K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.35K- 27.11% |
$338K - $653K
|
19.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.75K- 0.99% |
$357K - $688K
|
775K
$50.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.73K- 2.2% |
$402K - $775K
|
387K
$25.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.54K- 16.11% |
$439K - $847K
|
49.7K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 58.09% |
$508K - $980K
|
7.97K
$515K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-11.5K- 14.74% |
$529K - $1.02M
|
66.5K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-13.2K- 10.68% |
$606K - $1.17M
|
110K
$7.12M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.8K- 15.73% |
$634K - $1.22M
|
73.8K
$4.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.6K- 49.69% |
$903K - $1.74M
|
19.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-22.8K- 1.12% |
$1.05M - $2.02M
|
2.01M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-25.9K- 37.54% |
$1.19M - $2.3M
|
43.1K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-32.9K- 7.17% |
$1.51M - $2.92M
|
426K
$27.6M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-33.5K- 39.16% |
$1.54M - $2.97M
|
52.1K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.3K- 6.12% |
$2.04M - $3.93M
|
679K
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-74.2K- 7.22% |
$3.41M - $6.58M
|
953K
$61.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74.8K- 97.83% |
$3.44M - $6.64M
|
1.66K
$107K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-75K- 3.94% |
$3.45M - $6.66M
|
1.83M
$118M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-89.5K- 40.98% |
$4.12M - $7.94M
|
129K
$8.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-109K- 79.71% |
$5.04M - $9.71M
|
27.8K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-120K- 20.08% |
$5.51M - $10.6M
|
477K
$30.8M
|