Purchases and Sales Made in Q3 2021 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
31.3KNew |
$3.54M - $10.5M
|
31.3K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
29.2K+ 231.32% |
$3.3M - $9.81M
|
41.8K
$3.44M
|
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
27.3K+ 870.67% |
$3.09M - $9.19M
|
30.5K
$2.51M
|
|
|
Nov 05, 2021
Q3 2021
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
27.2KNew |
$3.08M - $9.15M
|
27.2K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.1K+ 122.96% |
$2.84M - $8.45M
|
45.5K
$3.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.83M - $8.41M
|
25K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 154.98% |
$2.6M - $7.74M
|
37.9K
$3.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$2.59M - $7.71M
|
22.9K
$1.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
21.9K+ 231.81% |
$2.48M - $7.37M
|
31.4K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
20.6K+ 28.95% |
$2.32M - $6.91M
|
91.5K
$7.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
19.4KNew |
$2.19M - $6.53M
|
19.4K
$1.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18.6KNew |
$2.1M - $6.25M
|
18.6K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
18.2K+ 259.0% |
$2.05M - $6.11M
|
25.2K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
17.5KNew |
$1.98M - $5.9M
|
17.5K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
16.2K+ 71.2% |
$1.83M - $5.44M
|
38.9K
$3.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.74M - $5.17M
|
15.4K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Atlas Principals, LLC
Charlotte, NC |
BUY
|
- |
15KNew |
$1.7M - $5.05M
|
15K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
14.9KNew |
$1.69M - $5.02M
|
14.9K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
14.8KNew |
$1.67M - $4.97M
|
14.8K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
14.7K+ 211.18% |
$1.66M - $4.94M
|
21.6K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
12.7KNew |
$1.44M - $4.27M
|
12.7K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 76.71% |
$1.41M - $4.19M
|
28.7K
$2.37M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 74.39% |
$1.35M - $4.02M
|
28K
$2.31M
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
12K+ 279.42% |
$1.35M - $4.02M
|
16.2K
$1.34M
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11.4KNew |
$1.29M - $3.85M
|
11.4K
$943K
|
|
|
Nov 15, 2021
Q3 2021
|
Emj Capital Ltd.
Toronto, A6 |
BUY
|
- |
11.1K+ 13.79% |
$1.26M - $3.73M
|
91.6K
$7.55M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$1.19M - $3.53M
|
10.5K
$866K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 259.62% |
$1.16M - $3.46M
|
14.2K
$1.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.3K+ 11.48% |
$1.16M - $3.45M
|
99.7K
$8.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10KNew |
$1.13M - $3.36M
|
10K
$824K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
9.17KNew |
$1.04M - $3.08M
|
9.17K
$756K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
8.93K+ 215.03% |
$1.01M - $3M
|
13.1K
$1.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.91K+ 122.27% |
$1.01M - $3M
|
16.2K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$939K - $2.79M
|
8.3K
$684K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
8.04K+ 92.62% |
$909K - $2.7M
|
16.7K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.95K+ 26.95% |
$899K - $2.67M
|
37.4K
$3.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.5KNew |
$848K - $2.52M
|
7.5K
$618K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
7.35K+ 14.38% |
$832K - $2.47M
|
58.5K
$4.82M
|
|
|
Feb 01, 2022
Q3 2021
|
Renaissance Capital LLC
|
BUY
|
- |
7.31K+ 51.1% |
$826K - $2.46M
|
21.6K
$1.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
7.22KNew |
$816K - $2.43M
|
7.22K
$595K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.12K+ 283.48% |
$805K - $2.4M
|
9.63K
$794K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.01K+ 69.07% |
$793K - $2.36M
|
17.2K
$1.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6.97KNew |
$788K - $2.34M
|
6.97K
$574K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.92K+ 174.78% |
$783K - $2.33M
|
10.9K
$897K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.89K+ 48.67% |
$780K - $2.32M
|
21.1K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.81KNew |
$771K - $2.29M
|
6.81K
$562K
|
|
|
Nov 15, 2021
Q3 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.79K+ 119.08% |
$768K - $2.28M
|
12.5K
$1.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
6.35KNew |
$718K - $2.13M
|
6.35K
$523K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.15K+ 175.05% |
$696K - $2.07M
|
9.67K
$797K
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.81K+ 246.08% |
$656K - $1.95M
|
8.16K
$673K
|