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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.55KNew |
$134K - $300K
|
3.55K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.4KNew |
$166K - $371K
|
4.4K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50New |
$1.89K - $4.22K
|
50
$3.33K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
88New |
$3.32K - $7.43K
|
88
$5.87K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21New |
$793 - $1.77K
|
21
$1.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1K- 14.27% |
$37.8K - $84.5K
|
6.01K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$945 - $2.11K
|
25
$1.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6New |
$227 - $507
|
6
$400
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-275- 91.67% |
$10.4K - $23.2K
|
25
$1.67K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08KNew |
$192K - $429K
|
5.08K
$339K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.3K+ 12.51% |
$49.2K - $110K
|
11.7K
$781K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-228K- 97.62% |
$8.6M - $19.2M
|
5.55K
$370K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 5.56% |
$869 - $1.94K
|
437
$29.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-44- 23.16% |
$1.66K - $3.72K
|
146
$9.73K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
97+ 60.25% |
$3.66K - $8.19K
|
258
$17.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
224+ 19.93% |
$8.46K - $18.9K
|
1.35K
$89.9K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-615- 0.79% |
$14.1K - $27.1K
|
77K
$5.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$4.58K - $8.82K
|
200
$13.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.8KNew |
$246K - $475K
|
10.8K
$717K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
315New |
$7.21K - $13.9K
|
315
$21K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
17.4KNew |
$398K - $768K
|
17.4K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-12.3K- 69.95% |
$281K - $541K
|
5.27K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-90.8K- 60.54% |
$2.08M - $4.01M
|
59.2K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$395K - $760K
|
17.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.9KNew |
$387K - $746K
|
16.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
64.5KNew |
$1.48M - $2.85M
|
64.5K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
15KNew |
$344K - $662K
|
15K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.9K+ 26.63% |
$43.4K - $83.6K
|
9.01K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
PUT |
-200K- 66.67% |
$4.58M - $8.82M
|
100K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.5K+ 16.92% |
$103K - $198K
|
31.1K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
18.2KNew |
$416K - $801K
|
18.2K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.8KNew |
$247K - $475K
|
10.8K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
51.2KNew |
$1.17M - $2.26M
|
51.2K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
36.1KNew |
$827K - $1.59M
|
36.1K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.56KNew |
$58.6K - $113K
|
2.56K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
16.3KNew |
$372K - $717K
|
16.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-72.9K- 28.59% |
$1.67M - $3.22M
|
182K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 2.0% |
$22.9 - $44.1
|
51
$3.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
308New |
$7.05K - $13.6K
|
308
$20.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.6KNew |
$36.6K - $70.6K
|
1.6K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
22.6KNew |
$518K - $999K
|
22.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$45.8K - $88.2K
|
2K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Advent Capital Management
New York, NY |
BUY
|
PUT |
40KNew |
$916K - $1.76M
|
40K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
123KNew |
$2.81M - $5.4M
|
123K
$8.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
300New |
$6.87K - $13.2K
|
300
$20K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$116K - $223K
|
5.05K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-2- 25.0% |
$45.8 - $88.2
|
6
$400
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-16.6K- 6.37% |
$380K - $732K
|
244K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
900New |
$20.6K - $39.7K
|
900
$60K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35- 85.37% |
$802 - $1.54K
|
6
$400
|
|