Purchases and Sales Made in Q3 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q3 2023. 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 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
759K+ 65.61% |
$20.1M - $54.7M
|
1.91M
$142M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
424KNew |
$11.3M - $30.6M
|
424K
$31.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
421K+ 861.61% |
$11.2M - $30.4M
|
470K
$34.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
397KNew |
$10.5M - $28.6M
|
397K
$29.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
389K+ 143.19% |
$10.3M - $28.1M
|
661K
$49M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
300KNew |
$7.97M - $21.6M
|
300K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
279K+ 121.91% |
$7.41M - $20.1M
|
508K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
240K+ 9.29% |
$6.36M - $17.3M
|
2.82M
$209M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
235KNew |
$6.25M - $17M
|
235K
$17.4M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
220K+ 18.23% |
$5.85M - $15.9M
|
1.43M
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
217K+ 21.06% |
$5.77M - $15.7M
|
1.25M
$92.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
160KNew |
$4.25M - $11.5M
|
160K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
128K+ 9.86% |
$3.4M - $9.24M
|
1.43M
$106M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
111K+ 1486.55% |
$2.95M - $8.02M
|
119K
$8.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
107KNew |
$2.83M - $7.69M
|
107K
$7.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
94.1KNew |
$2.5M - $6.78M
|
94.1K
$6.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
87.8K+ 1.3% |
$2.33M - $6.33M
|
6.86M
$508M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
82.4K+ 751.07% |
$2.19M - $5.94M
|
93.3K
$6.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
80KNew |
$2.12M - $5.77M
|
80K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
65.2K+ 4.54% |
$1.73M - $4.7M
|
1.5M
$111M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
53.6KNew |
$1.42M - $3.86M
|
53.6K
$3.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc LLC
|
BUY
|
- |
52.7K+ 264.39% |
$1.4M - $3.8M
|
72.6K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
50.7K+ 92.22% |
$1.35M - $3.66M
|
106K
$7.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
50KNew |
$1.33M - $3.6M
|
50K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
49.1KNew |
$1.3M - $3.54M
|
49.1K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
46.3KNew |
$1.23M - $3.34M
|
46.3K
$3.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
41.3K+ 39.33% |
$1.1M - $2.97M
|
146K
$10.8M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36.2K+ 1811.97% |
$961K - $2.61M
|
38.2K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.7K+ 9.77% |
$869K - $2.36M
|
368K
$27.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.7K+ 62.38% |
$815K - $2.21M
|
79.9K
$5.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
30.1K+ 394.65% |
$798K - $2.17M
|
37.7K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
28.6KNew |
$759K - $2.06M
|
28.6K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
24.3K+ 1.41% |
$645K - $1.75M
|
1.75M
$130M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
22.6KNew |
$599K - $1.63M
|
22.6K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
22KNew |
$583K - $1.58M
|
22K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
21.7K+ 37.63% |
$575K - $1.56M
|
79.3K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
21.4KNew |
$569K - $1.54M
|
21.4K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
21.3K+ 3.99% |
$567K - $1.54M
|
556K
$41.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.4K+ 279.99% |
$516K - $1.4M
|
26.4K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.7KNew |
$498K - $1.35M
|
18.7K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
18.2KNew |
$483K - $1.31M
|
18.2K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
16.8K+ 638.03% |
$446K - $1.21M
|
19.4K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.5KNew |
$437K - $1.19M
|
16.5K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.8K+ 61.15% |
$393K - $1.07M
|
39K
$2.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.7KNew |
$389K - $1.06M
|
14.7K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
13.1KNew |
$347K - $943K
|
13.1K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 52.38% |
$346K - $939K
|
37.9K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 53.67% |
$277K - $753K
|
29.9K
$2.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.4K+ 35.41% |
$277K - $753K
|
39.9K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.49KNew |
$252K - $684K
|
9.49K
$703K
|