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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7.72K- 39.15% |
$269K - $501K
|
12K
$465K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$452 - $843
|
13
$503
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-1K- 8.47% |
$34.8K - $64.8K
|
10.8K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-100- 55.56% |
$3.48K - $6.48K
|
80
$3.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
121+ 145.78% |
$4.21K - $7.85K
|
204
$7.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.3KNew |
$115K - $214K
|
3.3K
$128K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 5.0% |
$69.6 - $130
|
42
$1.63K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.7KNew |
$371K - $691K
|
10.7K
$413K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-854- 98.27% |
$29.7K - $55.4K
|
15
$581
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 20.0% |
$209 - $389
|
24
$929
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4.17KNew |
$145K - $270K
|
4.17K
$161K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.56KNew |
$124K - $231K
|
3.56K
$138K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.36KNew |
$117K - $218K
|
3.36K
$130K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
30+ 300.0% |
$1.04K - $1.95K
|
40
$1.55K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 31.17% |
$50.7K - $94.6K
|
3.22K
$125K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
130+ 110.17% |
$4.52K - $8.43K
|
248
$9.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
128KNew |
$4.47M - $8.33M
|
128K
$4.97M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.66KNew |
$162K - $302K
|
4.66K
$181K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$452 - $843
|
13
$503
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.36% |
$348 - $649
|
2.75K
$106K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73New |
$2.54K - $4.73K
|
73
$2.83K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
299+ 2.37% |
$10.4K - $19.4K
|
12.9K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
700+ 140.0% |
$24.4K - $45.4K
|
1.2K
$46.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.25KNew |
$113K - $211K
|
3.25K
$126K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
964+ 12.1% |
$33.5K - $62.5K
|
8.93K
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.6KNew |
$125K - $233K
|
3.6K
$139K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-500- 2.75% |
$17.4K - $32.4K
|
17.7K
$685K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4KNew |
$139K - $259K
|
4K
$155K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.46K- 56.66% |
$294K - $548K
|
6.47K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$383 - $713
|
40.5K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.53KNew |
$123K - $229K
|
3.53K
$137K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
3.45KNew |
$120K - $224K
|
3.45K
$134K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$138K - $257K
|
3.96K
$153K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.21KNew |
$147K - $273K
|
4.21K
$163K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.6KNew |
$544K - $1.01M
|
15.6K
$605K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.27K- 11.35% |
$148K - $277K
|
33.3K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$3.48K - $6.48K
|
100
$3.87K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
609+ 1.7% |
$21.2K - $39.5K
|
36.4K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 1.3% |
$139 - $259
|
303
$11.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.55K- 94.33% |
$88.6K - $165K
|
153
$5.92K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 7.71% |
$2.44K - $4.54K
|
838
$32.4K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-60Closed |
$2.76K - $5.33K
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$209K - $403K
|
4.54K
$176K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$7.74K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
110K+ 948.97% |
$5.07M - $9.77M
|
122K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1KNew |
$512K - $987K
|
11.1K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Coatue Management LLC
New York, NY |
BUY
|
- |
522K+ 149.51% |
$24M - $46.3M
|
871K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.75KNew |
$219K - $422K
|
4.75K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
9.3KNew |
$428K - $826K
|
9.3K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-261- 5.14% |
$12K - $23.2K
|
4.82K
$187K
|
|