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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
87+ 2.0% |
$4.42K - $7.32K
|
4.45K
$172K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 19.61% |
$5.08K - $8.41K
|
410
$15.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
10New |
$508 - $841
|
10
$387
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
207KNew |
$10.5M - $17.4M
|
207K
$8.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$254 - $421
|
5
$194
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
BUY
|
- |
9.1KNew |
$462K - $765K
|
9.1K
$352K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
4.89K+ 116.0% |
$248K - $411K
|
9.1K
$352K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-278- 1.21% |
$14.1K - $23.4K
|
22.8K
$882K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.73K+ 108.86% |
$291K - $482K
|
11K
$426K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
433+ 7.11% |
$22K - $36.4K
|
6.52K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-22- 13.25% |
$1.12K - $1.85K
|
144
$5.58K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-500- 1.92% |
$25.4K - $42.1K
|
25.5K
$988K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1K+ 72.0% |
$51K - $84.4K
|
2.4K
$92.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 171.09% |
$65.5K - $109K
|
2.04K
$79.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
31.4KNew |
$1.59M - $2.64M
|
31.4K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
205KNew |
$10.4M - $17.3M
|
205K
$7.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.68K- 33.49% |
$390K - $646K
|
15.2K
$590K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1KNew |
$50.8K - $84.1K
|
1K
$38.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$152K - $252K
|
3K
$116K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.15K- 93.75% |
$160K - $265K
|
210
$8.13K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$203 - $337
|
4
$155
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
146+ 73.0% |
$5.08K - $9.47K
|
346
$13.4K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.1K- 10.99% |
$73K - $136K
|
17K
$658K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.6K+ 6.27% |
$55.7K - $104K
|
27.1K
$1.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-15.2K- 27.72% |
$529K - $986K
|
39.6K
$1.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
33.2KNew |
$1.16M - $2.15M
|
33.2K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
BUY
|
- |
174KNew |
$6.04M - $11.3M
|
174K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$174K - $324K
|
5K
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
26.6KNew |
$927K - $1.73M
|
26.6K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
51.7K+ 578.85% |
$1.8M - $3.36M
|
60.7K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 65.1% |
$45.2K - $84.3K
|
697
$27K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.01K- 47.34% |
$140K - $260K
|
4.47K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
72KNew |
$2.51M - $4.67M
|
72K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
40+ 0.56% |
$1.39K - $2.59K
|
7.12K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
165K+ 3004.15% |
$5.75M - $10.7M
|
171K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
56.7K+ 4.66% |
$1.97M - $3.67M
|
1.27M
$49.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
- |
160K+ 592.28% |
$5.58M - $10.4M
|
187K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.74K+ 26.14% |
$165K - $308K
|
22.9K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-76.6KClosed |
$2.67M - $4.97M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.42K+ 1775.0% |
$49.4K - $92.1K
|
1.5K
$58.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
956+ 20.22% |
$33.3K - $62K
|
5.68K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
35KNew |
$1.22M - $2.27M
|
35K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
136KNew |
$4.73M - $8.82M
|
136K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
674KNew |
$23.4M - $43.7M
|
674K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diker Management LLC
New York, NY |
BUY
|
- |
9KNew |
$313K - $584K
|
9K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.31KNew |
$185K - $345K
|
5.31K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.98KNew |
$278K - $518K
|
7.98K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
CALL |
-50K- 66.67% |
$1.74M - $3.24M
|
25K
$968K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
122KNew |
$4.26M - $7.94M
|
122K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.35KNew |
$117K - $218K
|
3.35K
$130K
|
|