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 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
21.6KNew |
$2.84M - $8.43M
|
21.6K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.4KNew |
$2.81M - $8.33M
|
21.4K
$1.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 141.76% |
$2.77M - $8.22M
|
36K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
20.9KNew |
$2.75M - $8.15M
|
20.9K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
20.8KNew |
$2.74M - $8.12M
|
20.8K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.1K+ 39.59% |
$2.64M - $7.83M
|
70.8K
$5.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
20K+ 16.13% |
$2.62M - $7.78M
|
144K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.9K+ 16.29% |
$2.61M - $7.74M
|
142K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
18.9KNew |
$2.48M - $7.36M
|
18.9K
$1.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Paradiem, LLC
|
BUY
|
- |
18K+ 159.88% |
$2.37M - $7.02M
|
29.2K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
17.5K+ 1395.53% |
$2.3M - $6.83M
|
18.8K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Eight Capital, LP
|
BUY
|
- |
16.5KNew |
$2.17M - $6.43M
|
16.5K
$1.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 75.87% |
$2.1M - $6.23M
|
37K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.9K+ 157.68% |
$2.09M - $6.21M
|
26K
$2.04M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.9K+ 157.68% |
$2.09M - $6.21M
|
26K
$2.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Fjarde Ap Fonden
|
BUY
|
- |
15.7KNew |
$2.07M - $6.12M
|
15.7K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
15.6KNew |
$2.05M - $6.08M
|
15.6K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 40.72% |
$2.03M - $6.01M
|
53.3K
$4.18M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
15.2K+ 49.93% |
$2M - $5.93M
|
45.7K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 181.42% |
$1.98M - $5.87M
|
23.4K
$1.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.8KNew |
$1.81M - $5.37M
|
13.8K
$1.08M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.7K+ 519.68% |
$1.67M - $4.96M
|
15.2K
$1.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 1486.99% |
$1.67M - $4.95M
|
13.5K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11.9K+ 210.33% |
$1.56M - $4.64M
|
17.5K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.49M - $4.41M
|
11.3K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11KNew |
$1.44M - $4.28M
|
11K
$861K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
10.9KNew |
$1.43M - $4.24M
|
10.9K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.8K+ 268.9% |
$1.43M - $4.23M
|
14.9K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
9.87K+ 6537.75% |
$1.3M - $3.85M
|
10K
$787K
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
9.81KNew |
$1.29M - $3.82M
|
9.81K
$770K
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
9.55KNew |
$1.26M - $3.73M
|
9.55K
$750K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
9.46K+ 131.09% |
$1.24M - $3.69M
|
16.7K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
9.15KNew |
$1.2M - $3.57M
|
9.15K
$719K
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
9.01KNew |
$1.18M - $3.51M
|
9.01K
$707K
|
|
|
Feb 09, 2022
Q4 2021
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
9KNew |
$1.18M - $3.51M
|
9K
$707K
|
|
|
Feb 14, 2022
Q4 2021
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
8.96KNew |
$1.18M - $3.49M
|
8.96K
$703K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.87KNew |
$1.17M - $3.46M
|
8.87K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.41K+ 59.0% |
$1.11M - $3.28M
|
22.7K
$1.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
8.3KNew |
$1.09M - $3.24M
|
8.3K
$652K
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
8.04K+ 269.28% |
$1.06M - $3.13M
|
11K
$865K
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
7.79KNew |
$1.02M - $3.04M
|
7.79K
$611K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
7.66K+ 732.82% |
$1.01M - $2.99M
|
8.7K
$683K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.49KNew |
$985K - $2.92M
|
7.49K
$588K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.39K+ 10.85% |
$972K - $2.88M
|
75.5K
$5.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.38K+ 25.72% |
$971K - $2.88M
|
36.1K
$2.83M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
6.92KNew |
$909K - $2.7M
|
6.92K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.53K+ 14.34% |
$859K - $2.55M
|
52.1K
$4.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
6.48K+ 11.08% |
$852K - $2.53M
|
65K
$5.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
6.24KNew |
$821K - $2.43M
|
6.24K
$490K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.11K+ 74.61% |
$803K - $2.38M
|
14.3K
$1.12M
|