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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.38K- 41.56% |
$257K - $479K
|
10.4K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$480K - $894K
|
13.8K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
12.9KNew |
$447K - $834K
|
12.9K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$148K - $275K
|
4.24K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
163K+ 512.29% |
$5.67M - $10.6M
|
195K
$7.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-24K- 82.95% |
$835K - $1.56M
|
4.93K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
67.5KNew |
$2.35M - $4.38M
|
67.5K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
1.39MNew |
$48.3M - $90M
|
1.39M
$53.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
200KNew |
$6.96M - $13M
|
200K
$7.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
95KNew |
$3.31M - $6.16M
|
95K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
416+ 9.45% |
$14.5K - $27K
|
4.82K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
127+ 1.0% |
$4.42K - $8.24K
|
12.8K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18+ 36.0% |
$626 - $1.17K
|
68
$2.63K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
34.1KNew |
$1.19M - $2.21M
|
34.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-832- 43.7% |
$29K - $54K
|
1.07K
$41.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.35KNew |
$116K - $217K
|
3.35K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
4.24KNew |
$147K - $275K
|
4.24K
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
45.9KNew |
$1.6M - $2.98M
|
45.9K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-3.72K- 14.77% |
$130K - $242K
|
21.5K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
23.2KNew |
$807K - $1.5M
|
23.2K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.03K- 47.17% |
$105K - $196K
|
3.39K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-45.4K- 47.21% |
$1.58M - $2.94M
|
50.7K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$1.74M - $3.24M
|
50K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
166New |
$5.78K - $10.8K
|
166
$6.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-800- 3.4% |
$27.8K - $51.9K
|
22.7K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
17KNew |
$592K - $1.1M
|
17K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.28KNew |
$79.2K - $148K
|
2.28K
$88.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$244 - $454
|
7
$271
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-42- 89.36% |
$1.46K - $2.72K
|
5
$194
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-35.4K- 83.5% |
$1.23M - $2.3M
|
7K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.78KNew |
$166K - $310K
|
4.78K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
12KNew |
$419K - $781K
|
12K
$466K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-269- 0.62% |
$9.36K - $17.4K
|
43.1K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.57K- 19.22% |
$54.6K - $102K
|
6.6K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
15.3KNew |
$533K - $993K
|
15.3K
$593K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-4- 25.0% |
$139 - $259
|
12
$465
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
40KNew |
$1.39M - $2.59M
|
40K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
4KNew |
$139K - $259K
|
4K
$155K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
PUT |
-89.8K- 74.96% |
$3.13M - $5.82M
|
30K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.64K- 30.27% |
$57.1K - $106K
|
3.78K
$146K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$111K - $207K
|
3.2K
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10New |
$348 - $649
|
10
$387
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-250- 80.39% |
$8.7K - $16.2K
|
61
$2.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.33K- 35.5% |
$46.2K - $86.1K
|
2.41K
$93.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-349- 0.9% |
$12.1K - $22.6K
|
38.4K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
BUY
|
- |
8.15KNew |
$284K - $529K
|
8.15K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.17KNew |
$145K - $270K
|
4.17K
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
279New |
$9.71K - $18.1K
|
279
$10.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.68KNew |
$128K - $238K
|
3.68K
$142K
|
|