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 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 31.17% |
$50.7K - $94.6K
|
3.22K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.51K- 1.17% |
$52.4K - $97.6K
|
127K
$8.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.54K- 11.16% |
$53.6K - $99.9K
|
12.3K
$778K
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.57K- 19.22% |
$54.6K - $102K
|
6.6K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.61K- 6.26% |
$55.9K - $104K
|
24.1K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.64K- 30.27% |
$57.1K - $106K
|
3.78K
$240K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.66K- 57.38% |
$57.7K - $107K
|
1.23K
$78.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.68K- 47.96% |
$58.4K - $109K
|
1.82K
$115K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 16.55% |
$66.2K - $123K
|
9.59K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.1K- 10.99% |
$73K - $136K
|
17K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-2.26K- 0.19% |
$78.8K - $147K
|
1.2M
$75.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.32K- 5.89% |
$80.8K - $151K
|
37.1K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.55K- 94.33% |
$88.6K - $165K
|
153
$9.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.65K- 12.39% |
$92.3K - $172K
|
18.8K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.69K- 0.69% |
$93.4K - $174K
|
385K
$24.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.76K- 66.45% |
$96K - $179K
|
1.39K
$88.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.79K- 20.5% |
$97.2K - $181K
|
10.8K
$687K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-2.89K- 40.71% |
$101K - $188K
|
4.21K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.03K- 47.17% |
$105K - $196K
|
3.39K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.61K- 12.83% |
$125K - $234K
|
24.5K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-3.72K- 14.77% |
$130K - $242K
|
21.5K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.01K- 47.34% |
$140K - $260K
|
4.47K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.27K- 11.35% |
$148K - $277K
|
33.3K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.55K- 16.31% |
$158K - $295K
|
23.3K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.12K- 16.72% |
$178K - $332K
|
25.5K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.3K- 36.21% |
$184K - $343K
|
9.33K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.4K- 39.89% |
$188K - $350K
|
8.14K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.48K- 43.12% |
$191K - $356K
|
7.23K
$458K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.79K- 7.84% |
$201K - $375K
|
68K
$4.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.33K- 32.03% |
$220K - $411K
|
13.4K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.34K- 10.72% |
$220K - $411K
|
52.8K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.01K- 94.05% |
$244K - $454K
|
443
$28.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.38K- 41.56% |
$257K - $479K
|
10.4K
$658K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7.72K- 39.15% |
$269K - $501K
|
12K
$761K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.46K- 56.66% |
$294K - $548K
|
6.47K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc LLC
|
SELL
|
- |
-10.3K- 40.45% |
$357K - $666K
|
15.1K
$958K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.7K- 37.34% |
$406K - $757K
|
19.6K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12.7K- 43.65% |
$443K - $825K
|
16.4K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.7K- 56.06% |
$475K - $885K
|
10.7K
$679K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.7K- 31.55% |
$545K - $1.02M
|
34K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-17.6K- 23.78% |
$613K - $1.14M
|
56.5K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 19.92% |
$649K - $1.21M
|
75K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22.2K- 9.78% |
$772K - $1.44M
|
205K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 8.9% |
$813K - $1.51M
|
239K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-24K- 82.95% |
$835K - $1.56M
|
4.93K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-24.5K- 16.62% |
$851K - $1.59M
|
123K
$7.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-24.5K- 86.4% |
$854K - $1.59M
|
3.86K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-27.5K- 55.3% |
$956K - $1.78M
|
22.2K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-30.2K- 40.78% |
$1.05M - $1.96M
|
43.9K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-35.4K- 83.5% |
$1.23M - $2.3M
|
7K
$444K
|