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 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
816New |
$28.4K - $52.9K
|
816
$51.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
782+ 22.23% |
$27.2K - $50.7K
|
4.3K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
700+ 140.0% |
$24.4K - $45.4K
|
1.2K
$76.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
667+ 258.53% |
$23.2K - $43.3K
|
925
$58.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
612+ 8.93% |
$21.3K - $39.7K
|
7.46K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
609+ 1.7% |
$21.2K - $39.5K
|
36.4K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
600+ 7.5% |
$20.9K - $38.9K
|
8.6K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
584+ 9.46% |
$20.3K - $37.9K
|
6.76K
$428K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
535+ 11.35% |
$18.6K - $34.7K
|
5.25K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
532New |
$18.5K - $34.5K
|
532
$33.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
520+ 4.01% |
$18.1K - $33.7K
|
13.5K
$856K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
505+ 0.88% |
$17.6K - $32.7K
|
57.7K
$3.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
488+ 8.42% |
$17K - $31.6K
|
6.28K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
416+ 9.45% |
$14.5K - $27K
|
4.82K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
409+ 7.2% |
$14.2K - $26.5K
|
6.09K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
362+ 72.11% |
$12.6K - $23.5K
|
864
$54.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
334+ 17.13% |
$11.6K - $21.7K
|
2.28K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
332+ 0.44% |
$11.6K - $21.5K
|
76.4K
$4.84M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
299+ 2.37% |
$10.4K - $19.4K
|
12.9K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
279New |
$9.71K - $18.1K
|
279
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
241+ 29.14% |
$8.39K - $15.6K
|
1.07K
$67.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
233+ 162.94% |
$8.11K - $15.1K
|
376
$23.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
205+ 1.83% |
$7.13K - $13.3K
|
11.4K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
169+ 3.33% |
$5.88K - $11K
|
5.24K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
166New |
$5.78K - $10.8K
|
166
$10.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
130+ 110.17% |
$4.52K - $8.43K
|
248
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
127+ 1.0% |
$4.42K - $8.24K
|
12.8K
$814K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
121+ 145.78% |
$4.21K - $7.85K
|
204
$12.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 43.9% |
$3.76K - $7K
|
354
$22.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
87+ 0.27% |
$3.03K - $5.64K
|
32.4K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73New |
$2.54K - $4.73K
|
73
$4.63K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
70+ 0.49% |
$2.44K - $4.54K
|
14.4K
$912K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
67+ 0.88% |
$2.33K - $4.34K
|
7.68K
$487K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$2.16K - $4.02K
|
62
$3.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
59New |
$2.05K - $3.83K
|
59
$3.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 62.5% |
$1.91K - $3.57K
|
143
$9.07K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
45+ 0.47% |
$1.57K - $2.92K
|
9.61K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
40+ 0.56% |
$1.39K - $2.59K
|
7.12K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 25.93% |
$1.22K - $2.27K
|
170
$10.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
30+ 300.0% |
$1.04K - $1.95K
|
40
$2.54K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 9.93% |
$1.04K - $1.95K
|
332
$21.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
29+ 0.25% |
$1.01K - $1.88K
|
11.7K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
26+ 0.27% |
$905 - $1.69K
|
9.84K
$624K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
26+ 18.57% |
$905 - $1.69K
|
166
$10.5K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23+ 38.98% |
$800 - $1.49K
|
82
$5.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18+ 36.0% |
$626 - $1.17K
|
68
$4.31K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$452 - $843
|
13
$824
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$452 - $843
|
13
$824
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$383 - $713
|
40.5K
$2.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$348 - $649
|
5.93K
$376K
|