Purchases and Sales Made in Q4 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.68M+ 737.08% |
$35.1M - $79.6M
|
1.91M
$150M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 734.42% |
$24.8M - $56.3M
|
1.35M
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
761K+ 253.27% |
$15.9M - $36M
|
1.06M
$83.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
653K+ 44.11% |
$13.6M - $30.9M
|
2.13M
$167M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
510K+ 10.14% |
$10.6M - $24.1M
|
5.53M
$434M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
507K+ 18.01% |
$10.6M - $24M
|
3.32M
$261M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
465KNew |
$9.71M - $22M
|
465K
$36.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
396KNew |
$8.26M - $18.7M
|
396K
$31.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
321K+ 3532.7% |
$6.69M - $15.2M
|
330K
$25.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
275K+ 188.44% |
$5.75M - $13M
|
422K
$33.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
249K+ 2186.65% |
$5.2M - $11.8M
|
261K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
231KNew |
$4.81M - $10.9M
|
231K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 11.36% |
$4.54M - $10.3M
|
2.13M
$167M
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
179KNew |
$3.73M - $8.45M
|
179K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
158K+ 2.3% |
$3.29M - $7.46M
|
7.01M
$551M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
151KNew |
$3.14M - $7.12M
|
151K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
137KNew |
$2.86M - $6.49M
|
137K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
130KNew |
$2.72M - $6.17M
|
130K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
118KNew |
$2.46M - $5.59M
|
118K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
116KNew |
$2.42M - $5.48M
|
116K
$9.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
102K+ 6.77% |
$2.12M - $4.81M
|
1.6M
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
86.7K+ 4.96% |
$1.81M - $4.1M
|
1.84M
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
86.5KNew |
$1.81M - $4.09M
|
86.5K
$6.79M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
78.9K+ 33.51% |
$1.65M - $3.73M
|
314K
$24.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
78.2K+ 83.8% |
$1.63M - $3.7M
|
172K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
71.2K+ 7265.41% |
$1.49M - $3.37M
|
72.2K
$5.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
58.7KNew |
$1.22M - $2.78M
|
58.7K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
52.5K+ 169.3% |
$1.1M - $2.48M
|
83.5K
$6.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
52.4KNew |
$1.09M - $2.48M
|
52.4K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
42.4KNew |
$885K - $2.01M
|
42.4K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
35.1KNew |
$732K - $1.66M
|
35.1K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
34.6KNew |
$722K - $1.64M
|
34.6K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
29.2K+ 150.07% |
$609K - $1.38M
|
48.6K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
26.4KNew |
$552K - $1.25M
|
26.4K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
26.1K+ 98.85% |
$545K - $1.24M
|
52.6K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
25.9KNew |
$541K - $1.23M
|
25.9K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.2KNew |
$504K - $1.14M
|
24.2K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9KNew |
$436K - $989K
|
20.9K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
20.2KNew |
$422K - $956K
|
20.2K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
19.9K+ 47.31% |
$416K - $942K
|
62K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
19.9KNew |
$415K - $940K
|
19.9K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19.3K+ 805.72% |
$403K - $914K
|
21.7K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.1K+ 19.52% |
$377K - $855K
|
111K
$8.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.5K+ 3.14% |
$364K - $826K
|
573K
$45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.3K+ 198.62% |
$362K - $820K
|
26K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
16KNew |
$333K - $755K
|
16K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
12.4KNew |
$258K - $585K
|
12.4K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.9K+ 139.22% |
$249K - $563K
|
20.5K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.4KNew |
$239K - $541K
|
11.4K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4K+ 74.32% |
$239K - $541K
|
26.8K
$2.1M
|