Latest Institutional Transactions on Upstart Holdings, Inc. (UPST)
This table provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
112KNew |
$4.23M - $9.47M
|
112K
$7.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60New |
$2.27K - $5.07K
|
60
$4K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.75KNew |
$180K - $401K
|
4.75K
$317K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.02KNew |
$303K - $677K
|
8.02K
$535K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
24.2KNew |
$912K - $2.04M
|
24.2K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
137K+ 9598.03% |
$5.16M - $11.5M
|
138K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1KNew |
$37.8K - $84.5K
|
1K
$66.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 5.67% |
$999K - $2.23M
|
440K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
294K+ 94.37% |
$11.1M - $24.8M
|
605K
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
14K+ 285.71% |
$529K - $1.18M
|
18.9K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 31.73% |
$693K - $1.55M
|
39.5K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.73KNew |
$179K - $399K
|
4.73K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
181K+ 1946.82% |
$6.84M - $15.3M
|
190K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-9.81K- 66.93% |
$371K - $829K
|
4.85K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.38M- 72.16% |
$52.1M - $117M
|
532K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
374K+ 10.95% |
$14.1M - $31.5M
|
3.78M
$252M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
523K+ 113.7% |
$19.8M - $44.2M
|
983K
$65.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
630K+ 210.0% |
$23.8M - $53.2M
|
930K
$62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.8K- 73.32% |
$597K - $1.33M
|
5.75K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
250K+ 54.61% |
$9.45M - $21.1M
|
708K
$47.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-108K- 32.83% |
$4.09M - $9.14M
|
221K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-234K- 10.32% |
$8.84M - $19.8M
|
2.03M
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
943New |
$35.6K - $79.6K
|
943
$62.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30.2KNew |
$1.14M - $2.55M
|
30.2K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-160K- 84.24% |
$6.06M - $13.5M
|
30K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.2K+ 2.15% |
$765K - $1.71M
|
961K
$64.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
12K+ 1714.29% |
$453K - $1.01M
|
12.7K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
204New |
$7.71K - $17.2K
|
204
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-107K- 90.24% |
$4.06M - $9.08M
|
11.6K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-100- 0.28% |
$3.78K - $8.45K
|
35.6K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.07KNew |
$154K - $343K
|
4.07K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
92.8K+ 19.77% |
$3.51M - $7.84M
|
562K
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65+ 53.28% |
$2.46K - $5.49K
|
187
$12.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
916+ 1.06% |
$34.6K - $77.4K
|
87.6K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-4.78K- 99.94% |
$180K - $403K
|
3
$200
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
109K+ 16.21% |
$4.12M - $9.22M
|
783K
$52.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
35.3K+ 31.98% |
$1.33M - $2.98M
|
146K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.26KNew |
$123K - $275K
|
3.26K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
710KNew |
$26.8M - $59.9M
|
710K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
503+ 0.71% |
$19K - $42.5K
|
71.3K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-91.8K- 73.68% |
$3.47M - $7.75M
|
32.8K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
321K+ 20.07% |
$12.1M - $27.1M
|
1.92M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.16K+ 16.92% |
$308K - $689K
|
56.4K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.03K- 20.08% |
$190K - $424K
|
20K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
31.6K+ 166.21% |
$1.19M - $2.67M
|
50.6K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-654- 1.49% |
$24.7K - $55.2K
|
43.2K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
60KNew |
$2.27M - $5.07M
|
60K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.12M+ 190.2% |
$42.3M - $94.6M
|
1.71M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.34K+ 89.58% |
$202K - $451K
|
11.3K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.4K+ 305.53% |
$1.83M - $4.09M
|
64.3K
$4.29M
|