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 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.5K+ 30.2% |
$170K - $380K
|
19.4K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.4KNew |
$166K - $371K
|
4.4K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.35K+ 26.61% |
$164K - $367K
|
20.7K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.22KNew |
$160K - $357K
|
4.22K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.92K+ 3.62% |
$148K - $331K
|
112K
$9.96M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.81KNew |
$144K - $322K
|
3.81K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.8KNew |
$144K - $321K
|
3.8K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.8K+ 2.6% |
$144K - $321K
|
150K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.64KNew |
$138K - $308K
|
3.64K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.6KNew |
$136K - $304K
|
3.6K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.55KNew |
$134K - $300K
|
3.55K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.45KNew |
$130K - $291K
|
3.45K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.39KNew |
$128K - $286K
|
3.39K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.38K+ 16.36% |
$128K - $285K
|
24K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37KNew |
$127K - $284K
|
3.37K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.25KNew |
$123K - $274K
|
3.25K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.21K+ 19.47% |
$121K - $271K
|
19.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.11KNew |
$117K - $263K
|
3.11K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.09K+ 7.64% |
$117K - $261K
|
43.6K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 26.49% |
$72.7K - $163K
|
9.19K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.87KNew |
$70.5K - $158K
|
1.87K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.75K+ 20.39% |
$66.1K - $148K
|
10.3K
$917K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.67K+ 18.51% |
$63.2K - $141K
|
10.7K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.61KNew |
$60.6K - $136K
|
1.61K
$142K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.56KNew |
$58.9K - $132K
|
1.56K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 10.03% |
$58.4K - $131K
|
17K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.52KNew |
$57.4K - $128K
|
1.52K
$135K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.3K+ 12.51% |
$49.2K - $110K
|
11.7K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
707+ 10.87% |
$26.7K - $59.7K
|
7.21K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
678+ 13.32% |
$25.6K - $57.3K
|
5.77K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
552+ 2.57% |
$20.9K - $46.6K
|
22.1K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
496New |
$18.7K - $41.9K
|
496
$44K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
486+ 49.14% |
$18.4K - $41K
|
1.48K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
467+ 17.82% |
$17.6K - $39.4K
|
3.09K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
370New |
$14K - $31.3K
|
370
$32.8K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
275+ 1100.0% |
$10.4K - $23.2K
|
300
$26.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
224+ 19.93% |
$8.46K - $18.9K
|
1.35K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
212+ 0.55% |
$8.01K - $17.9K
|
38.8K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
189+ 2.02% |
$7.14K - $16K
|
9.56K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172+ 24.23% |
$6.5K - $14.5K
|
882
$78.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
167+ 3.13% |
$6.31K - $14.1K
|
5.51K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
163New |
$6.16K - $13.8K
|
163
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
160+ 2285.71% |
$6.04K - $13.5K
|
167
$14.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
143+ 1.68% |
$5.4K - $12.1K
|
8.66K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
131+ 2.43% |
$4.95K - $11.1K
|
5.53K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
129New |
$4.87K - $10.9K
|
129
$11.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
122New |
$4.61K - $10.3K
|
122
$10.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
97+ 60.25% |
$3.66K - $8.19K
|
258
$22.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.51K - $7.85K
|
93
$8.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
90New |
$3.4K - $7.6K
|
90
$7.99K
|