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 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-436- 5.59% |
$9.1K - $20.6K
|
7.36K
$580K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-497- 27.14% |
$10.4K - $23.5K
|
1.33K
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-570- 19.22% |
$11.9K - $27K
|
2.4K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-570- 3.01% |
$11.9K - $27K
|
18.4K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-600- 27.27% |
$12.5K - $28.4K
|
1.6K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-672- 14.8% |
$14K - $31.8K
|
3.87K
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-674- 37.97% |
$14.1K - $31.9K
|
1.1K
$86.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-719- 82.27% |
$15K - $34K
|
155
$12.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-722- 6.52% |
$15.1K - $34.2K
|
10.3K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-800- 2.78% |
$16.7K - $37.8K
|
27.9K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-809- 77.05% |
$16.9K - $38.3K
|
241
$19K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-881- 2.88% |
$18.4K - $41.7K
|
29.7K
$2.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 6.48% |
$21.9K - $49.7K
|
15.2K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.1K- 16.77% |
$23K - $52.2K
|
5.47K
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.23K- 23.73% |
$25.7K - $58.3K
|
3.96K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 14.82% |
$26K - $58.9K
|
7.15K
$563K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.48K- 94.8% |
$30.8K - $69.9K
|
81
$6.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.59K- 21.72% |
$33.2K - $75.3K
|
5.74K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 16.56% |
$35.2K - $79.9K
|
8.51K
$670K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.77K- 30.35% |
$36.8K - $83.5K
|
4.05K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.53K- 3.25% |
$52.9K - $120K
|
75.6K
$5.95M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.61K- 17.81% |
$54.5K - $124K
|
12.1K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.79K- 36.0% |
$58.2K - $132K
|
4.96K
$391K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.9K- 96.67% |
$60.6K - $137K
|
100
$7.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.39K- 8.68% |
$70.7K - $160K
|
35.7K
$2.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.73K- 24.89% |
$77.9K - $177K
|
11.3K
$888K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.95K- 39.99% |
$103K - $234K
|
7.43K
$585K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.66K- 31.97% |
$118K - $268K
|
12K
$948K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.17K- 18.26% |
$129K - $292K
|
27.6K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.19K- 20.69% |
$129K - $293K
|
23.7K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.91K- 0.96% |
$144K - $327K
|
712K
$56.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.27K- 29.75% |
$152K - $344K
|
17.2K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8K- 10.0% |
$167K - $378K
|
72K
$5.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.35K- 45.85% |
$174K - $395K
|
9.86K
$777K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.36K- 26.65% |
$195K - $443K
|
25.8K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.8K- 32.71% |
$225K - $510K
|
22.2K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-14K- 9.06% |
$292K - $662K
|
141K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-18.4K- 23.23% |
$384K - $871K
|
60.8K
$4.79M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-19.5K- 24.87% |
$407K - $923K
|
58.9K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-20.5K- 71.81% |
$429K - $972K
|
8.06K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-20.7K- 44.61% |
$431K - $977K
|
25.6K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-28.8K- 36.02% |
$601K - $1.36M
|
51.1K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Ctc LLC
|
SELL
|
- |
-34.9K- 48.05% |
$728K - $1.65M
|
37.7K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-36.1K- 67.25% |
$752K - $1.71M
|
17.6K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-36.5K- 74.29% |
$762K - $1.73M
|
12.6K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-51.7K- 55.0% |
$1.08M - $2.45M
|
42.3K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-63.5K- 60.1% |
$1.33M - $3M
|
42.2K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-95.3K- 73.03% |
$1.99M - $4.51M
|
35.2K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-109K- 91.79% |
$2.28M - $5.16M
|
9.75K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-149K- 92.72% |
$3.1M - $7.03M
|
11.7K
$919K
|