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 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-82- 76.64% |
$4.17K - $6.9K
|
25
$968
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.04K+ 9454.55% |
$52.8K - $87.5K
|
1.05K
$40.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 3.28% |
$5.08K - $8.41K
|
2.95K
$114K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
65+ 1.0% |
$3.3K - $5.47K
|
6.54K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.01K- 5.92% |
$102K - $169K
|
32K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6.31K- 27.04% |
$320K - $531K
|
17K
$659K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.75KNew |
$394K - $652K
|
7.75K
$300K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.33K- 9.93% |
$67.8K - $112K
|
12.1K
$468K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.16K- 10.0% |
$414K - $686K
|
73.4K
$2.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
360+ 2.19% |
$18.3K - $30.3K
|
16.8K
$650K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
403+ 1.05% |
$20.5K - $33.9K
|
38.9K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$50.8 - $84.1
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-128- 80.5% |
$6.5K - $10.8K
|
31
$1.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
370+ 1.48% |
$18.8K - $31.1K
|
25.3K
$981K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15.9KNew |
$808K - $1.34M
|
15.9K
$616K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.8KNew |
$396K - $656K
|
7.8K
$302K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
39New |
$1.98K - $3.28K
|
39
$1.51K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30- 7.98% |
$1.52K - $2.52K
|
346
$13.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.17K+ 44.09% |
$161K - $267K
|
10.4K
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05KNew |
$53.2K - $88.1K
|
1.05K
$40.5K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
70KNew |
$3.56M - $5.89M
|
70K
$2.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-81.8K- 66.71% |
$4.16M - $6.89M
|
40.8K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
28KNew |
$1.42M - $2.35M
|
28K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.5% |
$50.8 - $84.1
|
201
$7.78K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-800- 9.52% |
$40.6K - $67.3K
|
7.6K
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.4K- 32.58% |
$275K - $455K
|
11.2K
$433K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-3.25K- 28.58% |
$165K - $274K
|
8.13K
$315K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-41K- 99.86% |
$2.09M - $3.45M
|
56
$2.17K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.31K- 17.06% |
$66.6K - $110K
|
6.37K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
425New |
$21.6K - $35.8K
|
425
$16.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4.66K+ 378.55% |
$237K - $392K
|
5.89K
$228K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.63K- 52.84% |
$235K - $389K
|
4.13K
$160K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.96KNew |
$303K - $501K
|
5.96K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 8.0% |
$813 - $1.35K
|
184
$7.12K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 18.19% |
$86.2K - $143K
|
11K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
334New |
$17K - $28.1K
|
334
$12.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18New |
$914 - $1.51K
|
18
$697
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-484- 2.37% |
$24.6K - $40.7K
|
19.9K
$772K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$1.27K - $2.1K
|
25
$968
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.65K- 14.32% |
$135K - $223K
|
15.9K
$614K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
70New |
$3.56K - $5.89K
|
70
$2.71K
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
21.9KNew |
$1.11M - $1.85M
|
21.9K
$850K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-82- 4.22% |
$4.17K - $6.9K
|
1.86K
$72.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.07K+ 12.13% |
$359K - $594K
|
65.3K
$2.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140+ 39.77% |
$7.11K - $11.8K
|
492
$19.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28+ 254.55% |
$1.42K - $2.36K
|
39
$1.51K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 11.07% |
$5.03K - $8.33K
|
795
$30.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
250New |
$12.7K - $21K
|
250
$9.68K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-15K- 66.67% |
$762K - $1.26M
|
7.5K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-12.9K- 34.68% |
$654K - $1.08M
|
24.2K
$939K
|
|