Purchases and Sales Made in Q4 2021 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 39.75% |
$208K - $618K
|
2.4K
$178K
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.61K- 30.96% |
$212K - $628K
|
3.59K
$266K
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.62KClosed |
$213K - $631K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.7K- 59.37% |
$224K - $663K
|
1.16K
$86.2K
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.79K- 18.57% |
$235K - $698K
|
7.84K
$581K
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.86KClosed |
$244K - $723K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.88K- 36.4% |
$247K - $733K
|
3.29K
$243K
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$248K - $735K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.97KClosed |
$259K - $769K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-2KClosed |
$263K - $780K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-2KClosed |
$263K - $780K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.08KClosed |
$274K - $813K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Samson Rock Capital LLP
|
SELL
|
- |
-2.24KClosed |
$295K - $874K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.49K- 48.75% |
$328K - $972K
|
2.62K
$194K
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.5K- 18.62% |
$329K - $975K
|
10.9K
$810K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.55K- 3.69% |
$335K - $993K
|
66.5K
$4.92M
|
|
Feb 02, 2022
Q4 2021
|
Eos Focused Equity Management, L.P.
|
SELL
|
- |
-2.64K- 15.57% |
$347K - $1.03M
|
14.3K
$1.06M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.94K- 17.12% |
$386K - $1.15M
|
14.2K
$1.05M
|
|
Feb 01, 2022
Q4 2021
|
Renaissance Capital LLC
|
SELL
|
- |
-3.01K- 13.95% |
$396K - $1.18M
|
18.6K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.14KClosed |
$413K - $1.22M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-3.14KClosed |
$413K - $1.22M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16KClosed |
$415K - $1.23M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.2KClosed |
$421K - $1.25M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.32K- 63.47% |
$437K - $1.3M
|
1.91K
$142K
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.46K- 30.25% |
$455K - $1.35M
|
7.98K
$591K
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.74KClosed |
$491K - $1.46M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.77KClosed |
$495K - $1.47M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.97KClosed |
$522K - $1.55M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.17K- 27.13% |
$549K - $1.63M
|
11.2K
$830K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.2K- 84.35% |
$553K - $1.64M
|
780
$57.8K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.26K- 88.13% |
$691K - $2.05M
|
708
$52.4K
|
|
Feb 11, 2022
Q4 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-5.32KClosed |
$699K - $2.07M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-5.69K- 23.93% |
$748K - $2.22M
|
18.1K
$1.34M
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.95K- 10.22% |
$782K - $2.32M
|
52.2K
$3.87M
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.38K- 6.87% |
$839K - $2.49M
|
86.5K
$6.4M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.39K- 17.06% |
$840K - $2.49M
|
31K
$2.3M
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-6.5K- 76.47% |
$855K - $2.54M
|
2K
$148K
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-6.81KClosed |
$896K - $2.66M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.9K- 92.02% |
$907K - $2.69M
|
598
$44.3K
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.97KClosed |
$916K - $2.72M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.47K- 59.82% |
$983K - $2.91M
|
5.02K
$372K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-8.41K- 14.69% |
$1.11M - $3.28M
|
48.8K
$3.61M
|
|
Feb 14, 2022
Q4 2021
|
Dumac, Inc.
Durham, NC |
SELL
|
- |
-8.68KClosed |
$1.14M - $3.38M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-11.2KClosed |
$1.47M - $4.36M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Act Capital Management, LLC
Wayne, PA |
SELL
|
- |
-11.5K- 67.25% |
$1.51M - $4.49M
|
5.6K
$415K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.8K- 20.94% |
$1.56M - $4.62M
|
44.7K
$3.31M
|
|
Feb 14, 2022
Q4 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-12.7KClosed |
$1.67M - $4.95M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
SELL
|
- |
-13.6KClosed |
$1.79M - $5.31M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-14KClosed |
$1.84M - $5.46M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 21.89% |
$1.9M - $5.63M
|
51.5K
$3.81M
|