Purchases and Sales Made in Q2 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q2 2023. 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 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.56M+ 11436.88% |
$30.9M - $96.3M
|
2.58M
$202M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.15M+ 66.48% |
$26M - $80.9M
|
5.37M
$422M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.05M+ 11831.26% |
$24.8M - $77.4M
|
2.07M
$163M
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
1.03MNew |
$12.5M - $38.9M
|
1.03M
$81M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
557K+ 47.66% |
$6.73M - $21M
|
1.72M
$135M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
482K+ 58.86% |
$5.83M - $18.2M
|
1.3M
$102M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
482K+ 58.86% |
$5.83M - $18.2M
|
1.3M
$102M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
417K+ 141.6% |
$5.04M - $15.7M
|
711K
$55.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
407K+ 39.58% |
$4.93M - $15.4M
|
1.44M
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
353K+ 5.5% |
$4.27M - $13.3M
|
6.77M
$531M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
227K+ 28.67% |
$2.75M - $8.57M
|
1.02M
$80.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
213KNew |
$2.58M - $8.03M
|
213K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
210K+ 62.7% |
$2.55M - $7.93M
|
546K
$42.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
160K+ 42.92% |
$1.94M - $6.05M
|
534K
$42M
|
|
|
Jul 26, 2023
Q2 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
159K+ 538.34% |
$1.93M - $6M
|
189K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
148K+ 119.73% |
$1.79M - $5.58M
|
272K
$21.3M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
140K+ 47.08% |
$1.69M - $5.26M
|
436K
$34.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
88.8KNew |
$1.07M - $3.35M
|
88.8K
$6.97M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
88KNew |
$1.06M - $3.32M
|
88K
$6.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
80.4K+ 54.16% |
$973K - $3.03M
|
229K
$18M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
74.4K+ 63.96% |
$900K - $2.8M
|
191K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
57.6KNew |
$697K - $2.17M
|
57.6K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55.2K+ 373.4% |
$668K - $2.08M
|
70K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
51.9KNew |
$628K - $1.96M
|
51.9K
$4.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
50.9KNew |
$616K - $1.92M
|
50.9K
$4M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
49.2K+ 117.31% |
$595K - $1.86M
|
91.2K
$7.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
48.9KNew |
$592K - $1.85M
|
48.9K
$3.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
48.9KNew |
$591K - $1.84M
|
48.9K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.9KNew |
$531K - $1.66M
|
43.9K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
38.3KNew |
$463K - $1.44M
|
38.3K
$3M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
38.2KNew |
$462K - $1.44M
|
38.2K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36.2K+ 1811.97% |
$438K - $1.36M
|
38.2K
$3M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35.2KNew |
$426K - $1.33M
|
35.2K
$2.77M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
33.9K+ 4384.24% |
$411K - $1.28M
|
34.7K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33.2KNew |
$402K - $1.25M
|
33.2K
$2.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
33.2KNew |
$401K - $1.25M
|
33.2K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
27.3K+ 109.09% |
$330K - $1.03M
|
52.3K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
27.2K+ 1164.41% |
$329K - $1.02M
|
29.5K
$2.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
27.1K+ 36.48% |
$328K - $1.02M
|
101K
$7.95M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25KNew |
$303K - $943K
|
25K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$299K - $932K
|
24.7K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
24.3K+ 105.52% |
$294K - $915K
|
47.3K
$3.71M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.6KNew |
$237K - $739K
|
19.6K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.5KNew |
$235K - $734K
|
19.5K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
16.1K+ 383.0% |
$195K - $606K
|
20.3K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 124.47% |
$191K - $595K
|
28.5K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15KNew |
$182K - $566K
|
15K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 28.22% |
$158K - $493K
|
59.4K
$4.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
11.8KNew |
$142K - $443K
|
11.8K
$923K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 31.22% |
$142K - $442K
|
49.2K
$3.86M
|