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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$159 - $433
|
6
$232
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-200- 25.0% |
$5.31K - $14.4K
|
600
$23.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
44New |
$1.17K - $3.17K
|
44
$1.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10New |
$266 - $721
|
10
$387
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.65K+ 92.37% |
$123K - $335K
|
9.68K
$375K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
17New |
$451 - $1.23K
|
17
$658
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20New |
$531 - $1.44K
|
20
$774
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$26.6 - $72.1
|
1
$38.7
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.4K- 1.11% |
$53.2K - $166K
|
393K
$15.2M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$908 - $2.83K
|
75
$2.9K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30New |
$363 - $1.13K
|
30
$1.16K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11- 57.89% |
$133 - $415
|
8
$310
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-31.3K- 99.98% |
$379K - $1.18M
|
5
$194
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.41KNew |
$114K - $355K
|
9.41K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
88.8KNew |
$1.07M - $3.35M
|
88.8K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-6.81K- 13.79% |
$82.4K - $257K
|
42.6K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
PUT |
37.5KNew |
$454K - $1.41M
|
37.5K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.9KNew |
$531K - $1.66M
|
43.9K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.38K+ 2.58% |
$28.8K - $89.7K
|
94.6K
$3.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.53KNew |
$79K - $246K
|
6.53K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.74KNew |
$81.6K - $254K
|
6.74K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.6KNew |
$92K - $287K
|
7.6K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
500+ 1612.9% |
$6.05K - $18.9K
|
531
$20.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-101K- 51.52% |
$1.22M - $3.8M
|
94.9K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 21.65% |
$35.2K - $110K
|
10.5K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.38KNew |
$89.2K - $278K
|
7.38K
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12New |
$145 - $452
|
12
$465
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$363 - $1.13K
|
30
$1.16K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
850New |
$10.3K - $32K
|
850
$32.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-2K- 50.0% |
$24.2K - $75.4K
|
2K
$77.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
390+ 48.15% |
$4.72K - $14.7K
|
1.2K
$46.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8KNew |
$96.8K - $302K
|
8K
$310K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.23KNew |
$87.4K - $272K
|
7.23K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
SELL
|
- |
-31.6K- 78.26% |
$382K - $1.19M
|
8.77K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.14KNew |
$13.8K - $43.1K
|
1.14K
$44.3K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$242 - $754
|
20
$774
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-410- 60.03% |
$4.96K - $15.5K
|
273
$10.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
48.9KNew |
$592K - $1.85M
|
48.9K
$1.9M
|
|
| Q1 2023 | |||||||
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.8KNew |
$152K - $281K
|
11.8K
$457K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.09K- 3.01% |
$14K - $25.9K
|
35.1K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
CALL |
400KNew |
$5.16M - $9.54M
|
400K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
- |
218KNew |
$2.82M - $5.21M
|
218K
$8.46M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
355+ 87.87% |
$4.58K - $8.47K
|
759
$29.4K
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
82.5K+ 39.76% |
$1.06M - $1.97M
|
290K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
50KNew |
$645K - $1.19M
|
50K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1KNew |
$12.9K - $23.9K
|
1K
$38.7K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
38.9KNew |
$502K - $929K
|
38.9K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
18.8KNew |
$242K - $448K
|
18.8K
$727K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
200KNew |
$2.58M - $4.77M
|
200K
$7.74M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5KNew |
$277K - $513K
|
21.5K
$833K
|
|