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 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10New |
$348 - $649
|
10
$634
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$313 - $584
|
9
$571
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$244 - $454
|
7
$444
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 5.0% |
$69.6 - $130
|
42
$2.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 15.38% |
$69.6 - $130
|
11
$698
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 1.3% |
$139 - $259
|
303
$19.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-4- 25.0% |
$139 - $259
|
12
$761
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5- 8.62% |
$174 - $324
|
53
$3.36K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 20.0% |
$209 - $389
|
24
$1.52K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 6.14% |
$244 - $454
|
107
$6.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.36% |
$348 - $649
|
2.75K
$174K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 7.28% |
$1.04K - $1.95K
|
382
$24.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33- 1.99% |
$1.15K - $2.14K
|
1.63K
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-42- 89.36% |
$1.46K - $2.72K
|
5
$317
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-47- 42.34% |
$1.64K - $3.05K
|
64
$4.06K
|
|
|
Jul 15, 2025
Q2 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-50- 0.48% |
$1.74K - $3.24K
|
10.4K
$658K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51- 20.32% |
$1.77K - $3.31K
|
200
$12.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-54- 0.31% |
$1.88K - $3.5K
|
17.3K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-67- 3.33% |
$2.33K - $4.34K
|
1.94K
$123K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 7.71% |
$2.44K - $4.54K
|
838
$53.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-73- 9.28% |
$2.54K - $4.73K
|
714
$45.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-80- 1.73% |
$2.78K - $5.19K
|
4.54K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-80- 8.21% |
$2.78K - $5.19K
|
894
$56.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-89- 10.56% |
$3.1K - $5.77K
|
754
$47.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-95- 90.48% |
$3.31K - $6.16K
|
10
$634
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-100- 55.56% |
$3.48K - $6.48K
|
80
$5.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-123- 82.0% |
$4.28K - $7.98K
|
27
$1.71K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-250- 80.39% |
$8.7K - $16.2K
|
61
$3.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-269- 0.62% |
$9.36K - $17.4K
|
43.1K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-278- 0.08% |
$9.67K - $18K
|
351K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-307- 70.25% |
$10.7K - $19.9K
|
130
$8.24K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-349- 0.9% |
$12.1K - $22.6K
|
38.4K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-389- 14.49% |
$13.5K - $25.2K
|
2.3K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-414- 0.63% |
$14.4K - $26.8K
|
64.9K
$4.12M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-444- 7.98% |
$15.5K - $28.8K
|
5.12K
$325K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-500- 2.75% |
$17.4K - $32.4K
|
17.7K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-507- 8.79% |
$17.6K - $32.9K
|
5.26K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-594- 1.24% |
$20.7K - $38.5K
|
47.2K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-595- 1.53% |
$20.7K - $38.6K
|
38.4K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-600- 40.68% |
$20.9K - $38.9K
|
875
$55.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-650- 3.39% |
$22.6K - $42.2K
|
18.5K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-832- 43.7% |
$29K - $54K
|
1.07K
$68K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-854- 98.27% |
$29.7K - $55.4K
|
15
$951
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-904- 17.18% |
$31.5K - $58.6K
|
4.36K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-997- 17.29% |
$34.7K - $64.7K
|
4.77K
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-1K- 8.47% |
$34.8K - $64.8K
|
10.8K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 65.1% |
$45.2K - $84.3K
|
697
$44.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.33K- 35.5% |
$46.2K - $86.1K
|
2.41K
$153K
|