Purchases and Sales Made in Q2 2025 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.4K+ 23.24% |
$1.06M - $1.97M
|
161K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
26.6KNew |
$927K - $1.73M
|
26.6K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.5K+ 35.31% |
$817K - $1.52M
|
90K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
23.2KNew |
$807K - $1.5M
|
23.2K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 113.08% |
$781K - $1.46M
|
42.3K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.6K+ 18.18% |
$751K - $1.4M
|
140K
$8.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
20.8KNew |
$724K - $1.35M
|
20.8K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.6KNew |
$544K - $1.01M
|
15.6K
$991K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
15.3KNew |
$533K - $993K
|
15.3K
$971K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$480K - $894K
|
13.8K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
13.7KNew |
$478K - $890K
|
13.7K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
13.4KNew |
$465K - $867K
|
13.4K
$848K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.2K+ 11.22% |
$458K - $853K
|
130K
$8.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
12.9KNew |
$447K - $834K
|
12.9K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 154.41% |
$442K - $825K
|
20.9K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
12.6K+ 44.02% |
$439K - $818K
|
41.3K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12.2KNew |
$426K - $794K
|
12.2K
$776K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
12KNew |
$419K - $781K
|
12K
$764K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
11K+ 13.46% |
$384K - $716K
|
93.1K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 35.21% |
$375K - $699K
|
41.4K
$2.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 22.46% |
$372K - $693K
|
58.2K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.7KNew |
$371K - $691K
|
10.7K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2K+ 453.06% |
$353K - $658K
|
12.4K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.98K+ 16.49% |
$347K - $647K
|
70.5K
$4.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.92KNew |
$345K - $643K
|
9.92K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.91K+ 1.28% |
$345K - $643K
|
785K
$49.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
9.69KNew |
$337K - $629K
|
9.69K
$615K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.52K+ 4.65% |
$331K - $618K
|
214K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.4KNew |
$327K - $610K
|
9.4K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
9.27KNew |
$322K - $601K
|
9.27K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Diker Management LLC
New York, NY |
BUY
|
- |
9KNew |
$313K - $584K
|
9K
$571K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
8.38KNew |
$292K - $544K
|
8.38K
$532K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
BUY
|
- |
8.15KNew |
$284K - $529K
|
8.15K
$517K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.03KNew |
$280K - $521K
|
8.03K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.98KNew |
$278K - $518K
|
7.98K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.86K+ 43.27% |
$273K - $510K
|
26K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.77K+ 8.55% |
$270K - $504K
|
98.7K
$6.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
7.69K+ 98.61% |
$267K - $498K
|
15.5K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.09KNew |
$247K - $460K
|
7.09K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.93KNew |
$206K - $384K
|
5.93K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.7K+ 33.93% |
$198K - $370K
|
22.5K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.35KNew |
$186K - $347K
|
5.35K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.31KNew |
$185K - $345K
|
5.31K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$174K - $324K
|
5K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.78KNew |
$166K - $310K
|
4.78K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.74K+ 26.14% |
$165K - $308K
|
22.9K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.66KNew |
$162K - $302K
|
4.66K
$296K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.64K+ 38.82% |
$161K - $301K
|
16.6K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.55K+ 24.57% |
$158K - $295K
|
23.1K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$148K - $275K
|
4.24K
$269K
|