Purchases and Sales Made in Q3 2024 in Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q3 2024. 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
Oct 25, 2024 Q3 2024
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
5.33K
New
$122K - $235K
5.33K $395K
Nov 14, 2024 Q3 2024
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
5.16K
New
$118K - $228K
5.16K $382K
Nov 12, 2024 Q3 2024
Xponance, Inc.

BUY
 -
5.09K
New
$117K - $225K
5.09K $377K
Nov 13, 2024 Q3 2024
Fora Capital, LLC

Miami, FL
BUY
 -
5.05K
New
$116K - $223K
5.05K $374K
Nov 12, 2024 Q3 2024
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
5K
New
$115K - $221K
5K $370K
Nov 14, 2024 Q3 2024
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
4.5K
+ 16.92%
$103K - $198K
31.1K $2.3M
Nov 12, 2024 Q3 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
4.05K
New
$92.8K - $179K
4.05K $300K
Nov 15, 2024 Q3 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.13K
+ 7.68%
$71.7K - $138K
43.9K $3.25M
Oct 24, 2024 Q3 2024
Tci Wealth Advisors, Inc.

BUY
 -
2.73K
+ 6.5%
$62.6K - $121K
44.8K $3.31M
Nov 14, 2024 Q3 2024
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
2.56K
New
$58.6K - $113K
2.56K $190K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
2.16K
+ 21610.0%
$49.5K - $95.3K
2.17K $161K
Nov 13, 2024 Q3 2024
West Tower Group, LLC

Richmond, VA
BUY
 -
2K
New
$45.8K - $88.2K
2K $148K
Nov 14, 2024 Q3 2024
State Street Corp

Boston, MA
BUY
 -
1.95K
+ 0.09%
$44.6K - $86K
2.27M $168M
Nov 13, 2024 Q3 2024
Magnetar Financial LLC

Evanston, IL
BUY
 -
1.91K
+ 10.05%
$43.6K - $84.1K
20.9K $1.55M
Nov 14, 2024 Q3 2024
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1.9K
+ 26.63%
$43.4K - $83.6K
9.01K $667K
Nov 07, 2024 Q3 2024
Quest Partners LLC

New York, NY
BUY
 -
1.61K
+ 1424.78%
$36.9K - $71K
1.72K $128K
Nov 07, 2024 Q3 2024
Swiss National Bank

Zurich, V8
BUY
 -
1.4K
+ 0.97%
$32.1K - $61.8K
146K $10.8M
Nov 01, 2024 Q3 2024
Strs Ohio

BUY
 -
1.4K
New
$32.1K - $61.8K
1.4K $104K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
1.29K
+ 31.72%
$29.5K - $56.8K
5.34K $396K
Oct 16, 2024 Q3 2024
Summit Financial Strategies, Inc.

BUY
 -
1.22K
+ 13.33%
$28K - $53.9K
10.4K $770K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.17K
New
$26.8K - $51.7K
1.17K $86.7K
Nov 07, 2024 Q3 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
1.12K
+ 0.28%
$25.6K - $49.4K
396K $29.4M
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
1.09K
New
$24.8K - $47.9K
1.09K $80.4K
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.05K
+ 5.65%
$24K - $46.2K
19.6K $1.45M
Nov 06, 2024 Q3 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
1.01K
+ 24.06%
$23.1K - $44.5K
5.2K $385K
Oct 31, 2024 Q3 2024
Hollencrest Capital Management

BUY
 -
1K
New
$22.9K - $44.1K
1K $74.1K
Nov 12, 2024 Q3 2024
Arizona State Retirement System

BUY
 -
942
+ 4.58%
$21.6K - $41.6K
21.5K $1.59M
Nov 13, 2024 Q3 2024
Bnp Paribas

New York, NY
BUY
 -
900
New
$20.6K - $39.7K
900 $66.7K
Nov 14, 2024 Q3 2024
Point72 Asia (Singapore) Pte. Ltd.

Singapore, U0
BUY
 -
865
New
$19.8K - $38.2K
865 $64.1K
Oct 28, 2024 Q3 2024
Us Bancorp \De\

BUY
 -
835
+ 10.19%
$19.1K - $36.8K
9.03K $669K
Nov 08, 2024 Q3 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
825
+ 660.0%
$18.9K - $36.4K
950 $70.4K
Nov 12, 2024 Q3 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
640
+ 0.9%
$14.7K - $28.2K
72K $5.33M
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
550
+ 125.28%
$12.6K - $24.3K
989 $73.2K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
504
New
$11.5K - $22.2K
504 $37.3K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
379
+ 212.92%
$8.68K - $16.7K
557 $41.3K
Oct 31, 2024 Q3 2024
Wmg Financial Advisors, LLC

BUY
 -
375
+ 0.86%
$8.59K - $16.5K
44.1K $3.27M
Nov 13, 2024 Q3 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
339
+ 1.25%
$7.76K - $15K
27.4K $2.03M
Nov 15, 2024 Q3 2024
Raelipskie Partnership

Waterloo, A6
BUY
 -
315
New
$7.21K - $13.9K
315 $23.3K
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
311
+ 30.43%
$7.12K - $13.7K
1.33K $98.7K
Nov 13, 2024 Q3 2024
Aster Capital Management (Difc) LTD

Dubai, C0
BUY
 -
308
New
$7.05K - $13.6K
308 $22.8K
Nov 13, 2024 Q3 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
300
New
$6.87K - $13.2K
300 $22.2K
Oct 18, 2024 Q3 2024
Prairie View Partners, LLC

BUY
 -
300
New
$6.87K - $13.2K
300 $22.2K
Nov 15, 2024 Q3 2024
Orion Capital Management LLC

BUY
 -
270
+ 5.1%
$6.18K - $11.9K
5.56K $412K
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
267
New
$6.11K - $11.8K
267 $19.8K
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
212
+ 353.33%
$4.85K - $9.35K
272 $20.1K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
200
New
$4.58K - $8.82K
200 $14.8K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
190
New
$4.35K - $8.38K
190 $14.1K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
176
+ 27.5%
$4.03K - $7.76K
816 $60.4K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
158
+ 22.22%
$3.62K - $6.97K
869 $64.4K

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