Institutional shares held 57.1 Million
14.5M calls
18.4M puts
Total value of holdings $2.73B
$695M calls
$881M puts
Market Cap $3.89B
81,348,000 Shares Out.
Institutional ownership 70.23%
# of Institutions 477


Latest Institutional Activity in UPST

Top Purchases

Q1 2025
Principal Financial Group Inc Shares Held: 119K ($5.67M)
Q1 2025
Edgestream Partners, L.P. Shares Held: 74.1K ($3.54M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 37.2K ($1.78M)
Q1 2025
Guided Capital Wealth Management, LLC Shares Held: 35.8K ($1.71M)
Q1 2025
Sg Americas Securities, LLC Shares Held: 35.6K ($1.7M)

Top Sells

Q1 2025
Imc Chicago, LLC Shares Held: 27.8K ($1.33M)
Q1 2025
Gamma Investing LLC Shares Held: 1.66K ($79.4K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 19.8K ($949K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 49.7K ($2.37M)
Q1 2025
Truist Financial Corp Shares Held: 19.8K ($945K)

About UPST

Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.


Insider Transactions at UPST

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
1.37M Shares
From 16 Insiders
Grant, award, or other acquisition 136K shares
Exercise of conversion of derivative security 1.24M shares
Sell / Disposition
1.29M Shares
From 7 Insiders
Open market or private sale 1.29M shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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