Purchases and Sales Made in Q4 2024 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
707K+ 41.41% |
$26.7M - $59.7M
|
2.41M
$214M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
409KNew |
$15.4M - $34.5M
|
409K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
370K+ 4.98% |
$14M - $31.2M
|
7.79M
$692M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
250K+ 233.8% |
$9.44M - $21.1M
|
357K
$31.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
232KNew |
$8.76M - $19.6M
|
232K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
180K+ 43.3% |
$6.81M - $15.2M
|
596K
$52.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 29.35% |
$6.2M - $13.9M
|
723K
$64.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
131K+ 2623.44% |
$4.94M - $11M
|
136K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122KNew |
$4.6M - $10.3M
|
122K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
120K+ 707.35% |
$4.54M - $10.2M
|
137K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
93.1KNew |
$3.52M - $7.87M
|
93.1K
$8.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
66KNew |
$2.49M - $5.57M
|
66K
$5.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
62.6KNew |
$2.37M - $5.29M
|
62.6K
$5.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
32.8KNew |
$1.24M - $2.77M
|
32.8K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.3KNew |
$1.22M - $2.72M
|
32.3K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
29.7K+ 1.63% |
$1.12M - $2.51M
|
1.85M
$164M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 38.62% |
$881K - $1.97M
|
83.7K
$7.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
22.9K+ 274.74% |
$867K - $1.94M
|
31.3K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.2KNew |
$801K - $1.79M
|
21.2K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.3KNew |
$767K - $1.71M
|
20.3K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
19.9K+ 84.91% |
$753K - $1.68M
|
43.4K
$3.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
16.9KNew |
$639K - $1.43M
|
16.9K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$623K - $1.39M
|
16.5K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
16.2KNew |
$613K - $1.37M
|
16.2K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.9KNew |
$601K - $1.34M
|
15.9K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
15KNew |
$567K - $1.27M
|
15K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 2.22% |
$538K - $1.2M
|
657K
$58.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 26.58% |
$482K - $1.08M
|
60.8K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4K+ 186.67% |
$468K - $1.05M
|
19K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12K+ 123.37% |
$453K - $1.01M
|
21.7K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.7KNew |
$441K - $986K
|
11.7K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
11.5KNew |
$434K - $969K
|
11.5K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
10.4KNew |
$393K - $878K
|
10.4K
$923K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.3KNew |
$391K - $873K
|
10.3K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
9.1KNew |
$344K - $769K
|
9.1K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.07K+ 124.98% |
$305K - $681K
|
14.5K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.95KNew |
$300K - $671K
|
7.95K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.9KNew |
$298K - $667K
|
7.9K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.35KNew |
$278K - $621K
|
7.35K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.69KNew |
$253K - $565K
|
6.69K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.05KNew |
$229K - $511K
|
6.05K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.22KNew |
$197K - $441K
|
5.22K
$463K
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
5.2K+ 21.31% |
$196K - $439K
|
29.6K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.18KNew |
$196K - $437K
|
5.18K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.1KNew |
$193K - $431K
|
5.1K
$453K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08KNew |
$192K - $429K
|
5.08K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
5K+ 49.75% |
$189K - $422K
|
15.1K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.83K+ 8.87% |
$182K - $408K
|
59.2K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.82KNew |
$182K - $407K
|
4.82K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.69K+ 76.66% |
$177K - $396K
|
10.8K
$959K
|