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 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
218K+ 1779.21% |
$11.1M - $18.3M
|
230K
$8.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.37KNew |
$324K - $536K
|
6.37K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-76.8K- 58.1% |
$3.9M - $6.46M
|
55.4K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-155K- 45.08% |
$7.85M - $13M
|
188K
$7.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-46.4K- 12.05% |
$2.35M - $3.9M
|
338K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.61K- 26.76% |
$285K - $472K
|
15.3K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-603- 2.75% |
$30.6K - $50.7K
|
21.3K
$827K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.53KNew |
$230K - $381K
|
4.53K
$175K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16New |
$813 - $1.35K
|
16
$620
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.85K+ 211.54% |
$196K - $324K
|
5.67K
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
7.83KNew |
$398K - $659K
|
7.83K
$303K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
813K+ 504.52% |
$41.3M - $68.4M
|
975K
$37.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.23M+ 259.66% |
$62.6M - $104M
|
1.71M
$66.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$617K - $1.02M
|
12.2K
$470K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
48.5K+ 52.04% |
$2.46M - $4.08M
|
142K
$5.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1.46K- 9.46% |
$74.3K - $123K
|
14K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.7K+ 24.61% |
$239K - $395K
|
23.8K
$922K
|
|
|
Nov 12, 2025
Q3 2025
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
CALL |
10KNew |
$508K - $841K
|
10K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.74KNew |
$88.3K - $146K
|
1.74K
$67.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
83.4KNew |
$4.24M - $7.02M
|
83.4K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.25KNew |
$318K - $526K
|
6.25K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.84K- 22.71% |
$93.5K - $155K
|
6.27K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-93- 61.18% |
$4.72K - $7.82K
|
59
$2.28K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.15K- 14.53% |
$312K - $517K
|
36.1K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 69.44% |
$30.5K - $50.5K
|
1.46K
$56.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
135K+ 1066.4% |
$6.84M - $11.3M
|
147K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
18.3K+ 73.17% |
$928K - $1.54M
|
43.2K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.82K+ 25.64% |
$92.3K - $153K
|
8.9K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.28K- 2.98% |
$370K - $612K
|
237K
$9.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
32.7K+ 1.63% |
$1.66M - $2.75M
|
2.04M
$79.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 0.17% |
$914 - $1.51K
|
10.8K
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
63.4KNew |
$3.22M - $5.33M
|
63.4K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 9.68% |
$305 - $505
|
68
$2.63K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.46K+ 23.39% |
$226K - $375K
|
23.5K
$910K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-231- 2.35% |
$11.7K - $19.4K
|
9.61K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.6K+ 48.79% |
$1.86M - $3.08M
|
112K
$4.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
8KNew |
$406K - $673K
|
8K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
139New |
$7.06K - $11.7K
|
139
$5.38K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
25.4K+ 78.36% |
$1.29M - $2.13M
|
57.8K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
33.4K+ 59.12% |
$1.7M - $2.81M
|
89.8K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
199+ 3.8% |
$10.1K - $16.7K
|
5.44K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-215- 1.03% |
$10.9K - $18.1K
|
20.6K
$797K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-76.8K- 14.97% |
$3.9M - $6.46M
|
436K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
18K+ 241.06% |
$914K - $1.51M
|
25.5K
$985K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
136K+ 23.21% |
$6.89M - $11.4M
|
719K
$27.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-628K- 77.72% |
$31.9M - $52.8M
|
180K
$6.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 1.1% |
$2.54K - $4.21K
|
4.59K
$178K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-60K- 66.67% |
$3.05M - $5.05M
|
30K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.34K+ 9.34% |
$68.3K - $113K
|
15.7K
$609K
|
|