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
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.65KNew |
$639K - $1.9M
|
5.65K
$444K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
5.65KNew |
$639K - $1.9M
|
5.65K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
5.32KNew |
$601K - $1.79M
|
5.32K
$417K
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
5.2KNew |
$588K - $1.75M
|
5.2K
$408K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.11KNew |
$578K - $1.72M
|
5.11K
$402K
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
BUY
|
- |
5.07KNew |
$573K - $1.7M
|
5.07K
$398K
|
|
|
Oct 22, 2021
Q3 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5KNew |
$565K - $1.68M
|
5K
$393K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.98KNew |
$564K - $1.68M
|
4.98K
$391K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.63KNew |
$524K - $1.56M
|
4.63K
$364K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.6K+ 109.52% |
$520K - $1.55M
|
8.8K
$691K
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.55KNew |
$515K - $1.53M
|
4.55K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
4.51KNew |
$509K - $1.52M
|
4.51K
$354K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4.4KNew |
$498K - $1.48M
|
4.4K
$345K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.39KNew |
$496K - $1.47M
|
4.39K
$344K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.97KNew |
$449K - $1.34M
|
3.97K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
3.97KNew |
$449K - $1.33M
|
3.97K
$312K
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.93K+ 54.25% |
$445K - $1.32M
|
11.2K
$878K
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.74KNew |
$422K - $1.26M
|
3.74K
$293K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.72KNew |
$420K - $1.25M
|
3.72K
$292K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.66KNew |
$414K - $1.23M
|
3.66K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.5K+ 53.03% |
$396K - $1.18M
|
10.1K
$793K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.5K+ 53.03% |
$396K - $1.18M
|
10.1K
$793K
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.44KNew |
$388K - $1.16M
|
3.44K
$270K
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.28KNew |
$371K - $1.1M
|
3.28K
$258K
|
|
|
Nov 15, 2021
Q3 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.2KNew |
$362K - $1.08M
|
3.2K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.2KNew |
$362K - $1.08M
|
3.2K
$251K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$357K - $1.06M
|
3.16K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
3.14KNew |
$355K - $1.06M
|
3.14K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
3.1KNew |
$351K - $1.04M
|
3.1K
$243K
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.02KNew |
$342K - $1.02M
|
3.02K
$237K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$341K - $1.02M
|
3.02K
$237K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3KNew |
$339K - $1.01M
|
3K
$236K
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.99KNew |
$338K - $1M
|
2.99K
$234K
|
|
|
Oct 08, 2021
Q3 2021
|
Golden Green, Inc.
|
BUY
|
- |
2.95KNew |
$334K - $993K
|
2.95K
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.71KNew |
$306K - $910K
|
2.71K
$212K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.67KNew |
$302K - $898K
|
2.67K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.4K+ 41.11% |
$271K - $807K
|
8.24K
$647K
|
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.36KNew |
$266K - $792K
|
2.36K
$185K
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.3KNew |
$260K - $774K
|
2.3K
$181K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$260K - $772K
|
2.3K
$180K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.26KNew |
$256K - $761K
|
2.26K
$178K
|
|
|
Oct 18, 2021
Q3 2021
|
Samson Rock Capital LLP
|
BUY
|
- |
2.24KNew |
$253K - $753K
|
2.24K
$176K
|
|
|
Mar 30, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.17K+ 255.76% |
$246K - $731K
|
3.02K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.17K+ 255.76% |
$246K - $731K
|
3.02K
$237K
|
|
|
Oct 29, 2021
Q3 2021
|
Eos Focused Equity Management, L.P.
|
BUY
|
- |
2.17K+ 14.74% |
$246K - $731K
|
16.9K
$1.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.09K+ 12.53% |
$236K - $703K
|
18.8K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.08KNew |
$236K - $701K
|
2.08K
$164K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$233K - $692K
|
2.06K
$161K
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.02KNew |
$228K - $678K
|
2.02K
$158K
|
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.93KNew |
$219K - $650K
|
1.93K
$152K
|