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
|
Caxton Associates LLP
London, |
BUY
|
- |
4.24KNew |
$147K - $275K
|
4.24K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.21KNew |
$147K - $273K
|
4.21K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.17KNew |
$145K - $270K
|
4.17K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4.17KNew |
$145K - $270K
|
4.17K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.02K+ 100.12% |
$140K - $261K
|
8.04K
$510K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4KNew |
$139K - $259K
|
4K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
4KNew |
$139K - $259K
|
4K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$138K - $257K
|
3.96K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.84K+ 8.26% |
$134K - $249K
|
50.3K
$3.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.82KNew |
$133K - $248K
|
3.82K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.7K+ 30.22% |
$129K - $240K
|
15.9K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.68KNew |
$128K - $238K
|
3.68K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.6KNew |
$125K - $233K
|
3.6K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.56KNew |
$124K - $231K
|
3.56K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.53KNew |
$123K - $229K
|
3.53K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.5K+ 68.63% |
$122K - $227K
|
8.6K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.48K+ 8.9% |
$121K - $225K
|
42.5K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
3.45KNew |
$120K - $224K
|
3.45K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.36KNew |
$117K - $218K
|
3.36K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.35KNew |
$117K - $218K
|
3.35K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.35KNew |
$116K - $217K
|
3.35K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.3KNew |
$115K - $214K
|
3.3K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.25KNew |
$113K - $211K
|
3.25K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
3.2K+ 61.54% |
$111K - $208K
|
8.4K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$111K - $207K
|
3.2K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.15K+ 1500.0% |
$110K - $204K
|
3.36K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.15K+ 68.04% |
$110K - $204K
|
7.78K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.03K+ 13.9% |
$106K - $197K
|
24.9K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.91K+ 15.29% |
$101K - $189K
|
22K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.63K+ 42.9% |
$91.5K - $171K
|
8.76K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.28KNew |
$79.2K - $148K
|
2.28K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.16K+ 10.93% |
$75.3K - $140K
|
22K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.1K+ 5.77% |
$73K - $136K
|
38.5K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 14.79% |
$72.8K - $136K
|
16.2K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.05K+ 30.33% |
$71.2K - $133K
|
8.8K
$558K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.04K+ 11.1% |
$71K - $132K
|
20.4K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.99K+ 44.53% |
$69.4K - $129K
|
6.47K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 8.39% |
$61.8K - $115K
|
22.9K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.7K+ 108.74% |
$59.3K - $111K
|
3.27K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.61K+ 9.22% |
$56K - $104K
|
19.1K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.6K+ 6.27% |
$55.7K - $104K
|
27.1K
$1.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.46K+ 10.45% |
$50.9K - $94.9K
|
15.5K
$981K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.45K+ 839.31% |
$50.5K - $94.2K
|
1.63K
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.44K+ 6.1% |
$49.9K - $93.1K
|
25K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.42K+ 1775.0% |
$49.4K - $92.1K
|
1.5K
$95.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.26K+ 21.2% |
$43.7K - $81.5K
|
7.19K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
973New |
$33.9K - $63.1K
|
973
$61.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
964+ 12.1% |
$33.5K - $62.5K
|
8.93K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
956+ 20.22% |
$33.3K - $62K
|
5.68K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
928+ 12.93% |
$32.3K - $60.2K
|
8.11K
$514K
|