Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)
This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.2KNew |
$1.71M - $3.3M
|
37.2K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
35.6KNew |
$1.64M - $3.16M
|
35.6K
$1.46M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
18.4KNew |
$846K - $1.63M
|
18.4K
$752K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
10.2KNew |
$470K - $905K
|
10.2K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 175.51% |
$373K - $719K
|
12.7K
$520K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.16K+ 4.6% |
$238K - $458K
|
117K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.59KNew |
$211K - $407K
|
4.59K
$188K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.68K+ 12752.38% |
$123K - $238K
|
2.7K
$110K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.39K+ 482.26% |
$110K - $212K
|
2.89K
$118K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
867+ 19.72% |
$39.9K - $77K
|
5.26K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
141+ 0.78% |
$6.49K - $12.5K
|
18.2K
$743K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
56+ 16.72% |
$2.58K - $4.97K
|
391
$16K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 25.5% |
$2.35K - $4.53K
|
251
$10.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
47+ 0.77% |
$2.16K - $4.17K
|
6.13K
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 42.11% |
$1.84K - $3.55K
|
135
$5.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.15K - $2.22K
|
25
$1.02K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
3.79M+ 744.28% |
$143M - $320M
|
4.3M
$176M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2M+ 84.35% |
$45.5M - $102M
|
2.63M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.12M+ 190.2% |
$42.3M - $94.6M
|
1.71M
$69.9M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
974K+ 42.07% |
$36.8M - $82.2M
|
3.29M
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
810K+ 58.51% |
$30.6M - $68.4M
|
2.19M
$89.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
796K+ 300.18% |
$30.1M - $67.3M
|
1.06M
$43.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
710KNew |
$26.8M - $59.9M
|
710K
$29M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
707K+ 41.41% |
$26.7M - $59.7M
|
2.41M
$98.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
668K+ 53.6% |
$25.2M - $56.4M
|
1.92M
$78.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
638K+ 885.97% |
$24.1M - $53.9M
|
710K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
630K+ 210.0% |
$23.8M - $53.2M
|
930K
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
592KNew |
$22.4M - $50M
|
592K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
569K+ 32.89% |
$21.5M - $48.1M
|
2.3M
$94.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
523K+ 113.7% |
$19.8M - $44.2M
|
983K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
459KNew |
$17.3M - $38.8M
|
459K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
409KNew |
$15.4M - $34.5M
|
409K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
385K+ 481.13% |
$14.5M - $32.5M
|
465K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
374K+ 10.95% |
$14.1M - $31.5M
|
3.78M
$155M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
370K+ 4.98% |
$14M - $31.2M
|
7.79M
$319M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
321K+ 20.07% |
$12.1M - $27.1M
|
1.92M
$78.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
308K+ 28.76% |
$11.6M - $26M
|
1.38M
$56.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
294K+ 94.37% |
$11.1M - $24.8M
|
605K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
288K+ 113.99% |
$10.9M - $24.4M
|
541K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
262KNew |
$9.9M - $22.1M
|
262K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
250K+ 54.61% |
$9.45M - $21.1M
|
708K
$29M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
250K+ 233.8% |
$9.44M - $21.1M
|
357K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
232KNew |
$8.76M - $19.6M
|
232K
$9.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
200KNew |
$7.56M - $16.9M
|
200K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
181K+ 1946.82% |
$6.84M - $15.3M
|
190K
$7.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
180K+ 43.3% |
$6.81M - $15.2M
|
596K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
166K+ 147.62% |
$6.28M - $14M
|
279K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 29.35% |
$6.2M - $13.9M
|
723K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
148K+ 759.73% |
$5.58M - $12.5M
|
167K
$6.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
137K+ 9598.03% |
$5.16M - $11.5M
|
138K
$5.65M
|
|