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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
19.7KNew |
$907K - $1.75M
|
19.7K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
18.2K+ 91.46% |
$838K - $1.62M
|
38.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
14+ 155.56% |
$644 - $1.24K
|
23
$891
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.19K- 12.06% |
$147K - $283K
|
23.2K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
35KNew |
$1.61M - $3.1M
|
35K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 37.93% |
$506 - $976
|
40
$1.55K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.84K- 73.19% |
$84.6K - $163K
|
673
$26.1K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$7.09K - $13.7K
|
154
$5.96K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.27KNew |
$243K - $468K
|
5.27K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.44K+ 75.43% |
$250K - $483K
|
12.7K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.7K+ 4.47% |
$2.84M - $5.48M
|
1.44M
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.07% |
$644 - $1.24K
|
21.2K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
40KNew |
$1.84M - $3.55M
|
40K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.84KNew |
$84.7K - $163K
|
1.84K
$71.3K
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
61.6KNew |
$2.83M - $5.46M
|
61.6K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.96% |
$46 - $88.8
|
50
$1.94K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.17K- 44.14% |
$330K - $636K
|
9.07K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-33.5K- 39.16% |
$1.54M - $2.97M
|
52.1K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
20.7KNew |
$953K - $1.84M
|
20.7K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-5.2K- 17.57% |
$239K - $462K
|
24.4K
$945K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5- 9.8% |
$230 - $444
|
46
$1.78K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 52.29% |
$144K - $277K
|
9.08K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 9.29% |
$1.2K - $2.31K
|
254
$9.83K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$368 - $710
|
8
$310
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
152+ 5.83% |
$7K - $13.5K
|
2.76K
$107K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.39K - $4.62K
|
52
$2.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 14.89% |
$322 - $621
|
54
$2.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 66.67% |
$921 - $1.78K
|
10
$387
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.15K - $2.22K
|
25
$968
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$2.3K - $4.44K
|
15K
$581K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
10.2KNew |
$470K - $905K
|
10.2K
$395K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.29% |
$690 - $1.33K
|
5.15K
$199K
|
|
| Q4 2024 | |||||||
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2New |
$75.6 - $169
|
2
$77.4
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-7.76KClosed |
$293K - $656K
|
0
$0
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
300New |
$11.3K - $25.3K
|
300
$11.6K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
165New |
$6.23K - $13.9K
|
165
$6.39K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.75KNew |
$180K - $401K
|
4.75K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1KNew |
$37.8K - $84.5K
|
1K
$38.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 5.67% |
$999K - $2.23M
|
440K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-108K- 32.83% |
$4.09M - $9.14M
|
221K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-107K- 90.24% |
$4.06M - $9.08M
|
11.6K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-91.8K- 73.68% |
$3.47M - $7.75M
|
32.8K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
60KNew |
$2.27M - $5.07M
|
60K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
4.3KNew |
$162K - $363K
|
4.3K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
16.6KNew |
$627K - $1.4M
|
16.6K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
26.6KNew |
$1M - $2.25M
|
26.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
70.2KNew |
$2.65M - $5.93M
|
70.2K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
518New |
$19.6K - $43.8K
|
518
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.4KNew |
$204K - $456K
|
5.4K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
15.4KNew |
$583K - $1.3M
|
15.4K
$597K
|
|