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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-257- 11.84% |
$9.71K - $21.7K
|
1.91K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-263- 3.53% |
$9.94K - $22.2K
|
7.2K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-275- 91.67% |
$10.4K - $23.2K
|
25
$1.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-299- 0.68% |
$11.3K - $25.3K
|
43.4K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-312- 0.08% |
$11.8K - $26.4K
|
396K
$25.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-332- 22.05% |
$12.5K - $28K
|
1.17K
$74.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-337- 2.34% |
$12.7K - $28.5K
|
14.1K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-413- 5.3% |
$15.6K - $34.9K
|
7.39K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-446- 2.42% |
$16.8K - $37.7K
|
18K
$1.14M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-465- 9.16% |
$17.6K - $39.3K
|
4.61K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-476- 1.39% |
$18K - $40.2K
|
33.7K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-496- 1.98% |
$18.7K - $41.9K
|
24.5K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-517- 59.77% |
$19.5K - $43.7K
|
348
$22.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 16.44% |
$22.7K - $50.7K
|
3.05K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-650- 8.44% |
$24.6K - $54.9K
|
7.05K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-651- 10.1% |
$24.6K - $55K
|
5.79K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-654- 1.49% |
$24.7K - $55.2K
|
43.2K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-700- 1.26% |
$26.4K - $59.1K
|
54.8K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-848- 67.84% |
$32K - $71.6K
|
402
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-921- 1.17% |
$34.8K - $77.8K
|
78K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1K- 14.27% |
$37.8K - $84.5K
|
6.01K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.3K- 23.38% |
$49.1K - $110K
|
4.26K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 5.78% |
$56.8K - $127K
|
24.5K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.55K- 40.57% |
$58.6K - $131K
|
2.27K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 95.3% |
$62K - $139K
|
81
$5.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.7K- 66.42% |
$64K - $143K
|
857
$54.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.87K- 7.49% |
$70.6K - $158K
|
23.1K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 4.39% |
$72.8K - $163K
|
42K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2K- 10.0% |
$75.6K - $169K
|
18K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 32.29% |
$102K - $228K
|
5.66K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.84K- 46.56% |
$107K - $240K
|
3.26K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.99K- 10.91% |
$113K - $252K
|
24.4K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.37K- 13.57% |
$127K - $285K
|
21.5K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-3.9K- 55.18% |
$147K - $329K
|
3.17K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.42K- 28.04% |
$167K - $373K
|
11.3K
$719K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 15.95% |
$169K - $379K
|
23.6K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-4.78K- 99.94% |
$180K - $403K
|
3
$190
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.03K- 20.08% |
$190K - $424K
|
20K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.04K- 25.73% |
$190K - $426K
|
14.6K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.06K- 24.46% |
$191K - $428K
|
15.6K
$992K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.16K- 4.4% |
$195K - $436K
|
112K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.21K- 22.5% |
$197K - $440K
|
17.9K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.84K- 56.14% |
$221K - $493K
|
4.56K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-6.3K- 92.51% |
$238K - $532K
|
510
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.91K- 8.17% |
$261K - $583K
|
77.6K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-7.56K- 0.65% |
$286K - $639K
|
1.15M
$73.1M
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-7.76KClosed |
$293K - $656K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.86K- 63.31% |
$297K - $664K
|
4.55K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.19K- 32.42% |
$309K - $692K
|
17.1K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.41K- 65.79% |
$318K - $710K
|
4.37K
$277K
|