Purchases and Sales Made in Q2 2022 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.72K+ 154.36% |
$160K - $651K
|
9.42K
$777K
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.18KNew |
$145K - $590K
|
5.18K
$427K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.03K+ 91.44% |
$141K - $573K
|
10.5K
$868K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
4.93K+ 159.06% |
$138K - $562K
|
8.04K
$662K
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.93K+ 103.66% |
$138K - $562K
|
9.69K
$799K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.93K+ 51.34% |
$138K - $561K
|
14.5K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.55K+ 53.77% |
$127K - $518K
|
13K
$1.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.5KNew |
$126K - $512K
|
4.5K
$371K
|
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.25K+ 4.44% |
$119K - $484K
|
100K
$8.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.1K+ 15.22% |
$115K - $467K
|
31K
$2.56M
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
4KNew |
$112K - $455K
|
4K
$330K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.99K+ 285.06% |
$112K - $454K
|
5.39K
$444K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.89K+ 41.11% |
$109K - $443K
|
13.4K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.61K+ 57.86% |
$101K - $410K
|
9.84K
$811K
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.48K+ 73.68% |
$97.4K - $396K
|
8.2K
$676K
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.43K+ 87.35% |
$95.9K - $390K
|
7.35K
$606K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21KNew |
$89.8K - $365K
|
3.21K
$264K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.2K+ 29.47% |
$89.7K - $365K
|
14.1K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.06K+ 103.83% |
$85.7K - $348K
|
6.01K
$495K
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.99K+ 20.2% |
$83.7K - $340K
|
17.8K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.98K+ 81.42% |
$83.3K - $339K
|
6.63K
$546K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.96K+ 56.52% |
$83K - $337K
|
8.21K
$676K
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.92K+ 26.87% |
$81.9K - $333K
|
13.8K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 42.6% |
$78.8K - $320K
|
9.42K
$776K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.75K+ 50.97% |
$77K - $313K
|
8.15K
$671K
|
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.64K+ 153.45% |
$74K - $301K
|
4.37K
$360K
|
|
|
Aug 11, 2022
Q2 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.63K+ 61.6% |
$73.8K - $300K
|
6.91K
$570K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.2K+ 96.62% |
$61.6K - $250K
|
4.48K
$369K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.16K+ 63.41% |
$60.5K - $246K
|
5.56K
$459K
|
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.11K+ 16.14% |
$59.2K - $241K
|
15.2K
$1.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 1.49% |
$50.5K - $205K
|
123K
$10.1M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.68K+ 157.45% |
$47K - $191K
|
2.75K
$226K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.5KNew |
$42K - $171K
|
1.5K
$124K
|
|
|
Aug 12, 2022
Q2 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.47K+ 23.27% |
$41.2K - $168K
|
7.8K
$643K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.43K+ 15.66% |
$40.1K - $163K
|
10.6K
$871K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.35K+ 37.79% |
$37.7K - $153K
|
4.9K
$404K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 11.07% |
$36.6K - $149K
|
13.1K
$1.08M
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 19.86% |
$36.4K - $148K
|
7.85K
$647K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.2K+ 66.67% |
$33.6K - $137K
|
3K
$247K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.15K+ 6.95% |
$32.1K - $131K
|
17.7K
$1.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.08K+ 12.58% |
$30.2K - $123K
|
9.65K
$795K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.06K+ 366.55% |
$29.8K - $121K
|
1.35K
$112K
|
|
|
Jul 29, 2022
Q2 2022
|
Freemont Management S.A.
|
BUY
|
- |
1.05K+ 100.0% |
$29.4K - $120K
|
2.1K
$173K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
946+ 2.34% |
$26.5K - $108K
|
41.3K
$3.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
917+ 141.51% |
$25.7K - $104K
|
1.57K
$129K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
900+ 21.83% |
$25.2K - $102K
|
5.02K
$414K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
857+ 46.65% |
$24K - $97.6K
|
2.69K
$222K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
800+ 40000.0% |
$22.4K - $91.1K
|
802
$66.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
717New |
$20.1K - $81.6K
|
717
$59.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
673+ 58.78% |
$18.8K - $76.6K
|
1.82K
$150K
|