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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-3.98KClosed |
$111K - $453K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-4KClosed |
$112K - $455K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-4.01KClosed |
$112K - $456K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.01KClosed |
$112K - $457K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.04KClosed |
$113K - $460K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-4.06KClosed |
$114K - $463K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.1KClosed |
$115K - $467K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.15K- 85.56% |
$116K - $472K
|
700
$57.7K
|
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.19KClosed |
$117K - $476K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.19KClosed |
$117K - $477K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26KClosed |
$119K - $485K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.31KClosed |
$121K - $491K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.37KClosed |
$122K - $498K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.48KClosed |
$126K - $510K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-4.57KClosed |
$128K - $521K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.6KClosed |
$129K - $524K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.61KClosed |
$129K - $525K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-4.66K- 21.52% |
$131K - $531K
|
17K
$1.4M
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.74K- 41.1% |
$133K - $540K
|
6.8K
$560K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-4.75K- 22.02% |
$133K - $541K
|
16.8K
$1.39M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-4.82K- 30.27% |
$135K - $549K
|
11.1K
$915K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.87K- 35.53% |
$136K - $554K
|
8.83K
$728K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.99KClosed |
$140K - $568K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5.03KClosed |
$141K - $573K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-5.09KClosed |
$142K - $579K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.36KClosed |
$150K - $610K
|
0
$0
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.5KClosed |
$154K - $626K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Act Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.5KClosed |
$154K - $626K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
SELL
|
- |
-5.55KClosed |
$155K - $632K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.71KClosed |
$160K - $650K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graham Holdings CO
Arlington, VA |
SELL
|
- |
-5.85KClosed |
$164K - $666K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.08KClosed |
$170K - $692K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-6.22KClosed |
$174K - $708K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.41KClosed |
$179K - $729K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-6.62KClosed |
$185K - $754K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.71K- 3.92% |
$188K - $763K
|
164K
$13.5M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.99KClosed |
$196K - $796K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-7KClosed |
$196K - $797K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.22KClosed |
$202K - $822K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-7.33KClosed |
$205K - $834K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.86KClosed |
$220K - $894K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-7.89KClosed |
$221K - $898K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.89K- 7.78% |
$221K - $899K
|
93.5K
$7.71M
|
|
Aug 15, 2022
Q2 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-8.37KClosed |
$234K - $953K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-8.63KClosed |
$242K - $983K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.98KClosed |
$252K - $1.02M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-9.26KClosed |
$259K - $1.05M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-9.34KClosed |
$262K - $1.06M
|
0
$0
|