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
Oct 25, 2023 Q3 2023	Sawyer & Company, Inc	BUY	-	17 New	$451 - $1.23K	17 $658
May 15, 2024 Q3 2023	Global Financial Private Client, LLC Sarasota, FL	BUY	-	15 New	$398 - $1.08K	15 $581
Oct 27, 2023 Q3 2023	Whittier Trust CO	BUY	-	10 New	$266 - $721	10 $387
Nov 02, 2023 Q3 2023	Tfo Tdc, LLC	BUY	-	6 New	$159 - $433	6 $232

Nov 13, 2023 Q3 2023	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	5 New	$133 - $360	5 $194
Nov 14, 2023 Q3 2023	Re Dickinson Investment Advisors, LLC Council Bluffs, IA	BUY	-	4 + 7.84%	$106 - $288	55 $2.13K
Nov 07, 2023 Q3 2023	Addison Advisors LLC	BUY	-	4 New	$106 - $288	4 $155
Oct 17, 2023 Q3 2023	Impact Partnership Wealth, LLC Kennesaw, GA	BUY	-	1 New	$26.6 - $72.1	1 $38.7
Q2 2023
Aug 14, 2023 Q2 2023	Basswood Capital Management, L.L.C. New York, NY	BUY	-	88.8K New	$1.07M - $3.35M	88.8K $3.44M
Jul 10, 2023 Q2 2023	Retireful, LLC	BUY	-	48.9K New	$592K - $1.85M	48.9K $1.9M
Aug 14, 2023 Q2 2023	Ergoteles LLC New York, NY	BUY	-	43.9K New	$531K - $1.66M	43.9K $1.7M
Aug 14, 2023 Q2 2023	Jim Chanos Kynikos Associates LP \| New York, Ny	BUY	PUT	37.5K New	$454K - $1.41M	37.5K $1.45M
Aug 14, 2023 Q2 2023	Quantamental Technologies LLC White Plains, NY	BUY	-	9.41K New	$114K - $355K	9.41K $364K
Jul 31, 2023 Q2 2023	Johnson Financial Group, LLC Denver, CO	BUY	-	8K New	$96.8K - $302K	8K $310K
Aug 11, 2023 Q2 2023	Axq Capital, LP Jersey City, NJ	BUY	-	7.6K New	$92K - $287K	7.6K $294K
Aug 08, 2023 Q2 2023	Mitchell Mcleod Pugh & Williams Inc	BUY	-	7.38K New	$89.2K - $278K	7.38K $286K
Jul 26, 2023 Q2 2023	Center Star Asset Management, LLC	BUY	-	7.23K New	$87.4K - $272K	7.23K $280K
Aug 11, 2023 Q2 2023	V Wealth Advisors LLC	BUY	-	6.74K New	$81.6K - $254K	6.74K $261K
Aug 11, 2023 Q2 2023	Franklin Resources Inc San Mateo, CA	BUY	-	6.53K New	$79K - $246K	6.53K $253K
Aug 14, 2023 Q2 2023	Holocene Advisors, LP New York, NY	BUY	-	2.38K + 2.58%	$28.8K - $89.7K	94.6K $3.66M
Jul 20, 2023 Q2 2023	Exchange Traded Concepts, LLC	BUY	-	1.14K New	$13.8K - $43.1K	1.14K $44.3K
Aug 07, 2023 Q2 2023	Brown Brothers Harriman & CO New York, NY	BUY	-	850 New	$10.3K - $32K	850 $32.9K
Aug 11, 2023 Q2 2023	Baker Avenue Asset Management, LP	BUY	-	500 + 1612.9%	$6.05K - $18.9K	531 $20.6K
Jul 31, 2023 Q2 2023	Wealth Plan Partners, LLC Omaha, NE	BUY	-	390 + 48.15%	$4.72K - $14.7K	1.2K $46.5K
Sep 12, 2023 Q2 2023	Cgc Financial Services, LLC Lake Oswego, OR	BUY	-	75 New	$908 - $2.83K	75 $2.9K
Sep 07, 2023 Q2 2023	St Germain D J CO Inc Springfield, MA	BUY	-	30 New	$363 - $1.13K	30 $1.16K
Aug 07, 2023 Q2 2023	Clearview Wealth Advisors LLC	BUY	-	30 New	$363 - $1.13K	30 $1.16K
Jul 19, 2023 Q2 2023	25 LLC St. Louis, MO	BUY	-	20 New	$242 - $754	20 $774
Aug 07, 2023 Q2 2023	Tfc Financial Management	BUY	-	12 New	$145 - $452	12 $465
Q1 2023
May 15, 2023 Q1 2023	Dorsal Capital Management, LLC Redwood City, CA	BUY	CALL	400K New	$5.16M - $9.54M	400K $15.5M
May 15, 2023 Q1 2023	Freshford Capital Management, LLC Rye Brook, NY	BUY	-	218K New	$2.82M - $5.21M	218K $8.46M
May 12, 2023 Q1 2023	Clear Street Markets LLC	BUY	PUT	200K New	$2.58M - $4.77M	200K $7.74M
May 15, 2023 Q1 2023	Connacht Asset Management LP New York, NY	BUY	PUT	82.5K + 39.76%	$1.06M - $1.97M	290K $11.2M
Apr 28, 2023 Q1 2023	Greatmark Investment Partners, Inc.	BUY	-	75K New	$967K - $1.79M	75K $2.9M
May 15, 2023 Q1 2023	Cantor Fitzgerald, L. P. New York, NY	BUY	-	50K New	$645K - $1.19M	50K $1.94M
May 15, 2023 Q1 2023	Point72 Middle East Fze Stamford, CT	BUY	-	38.9K New	$502K - $929K	38.9K $1.51M
May 11, 2023 Q1 2023	Regal Investment Advisors LLC Kentwood, MI	BUY	-	21.5K New	$277K - $513K	21.5K $833K
May 12, 2023 Q1 2023	Quinn Opportunity Partners LLC Charlottesville, VA	BUY	-	18.8K New	$242K - $448K	18.8K $727K
Aug 13, 2025 Q1 2023	Stone X Group Inc.	BUY	-	11.8K New	$152K - $281K	11.8K $457K
May 02, 2023 Q1 2023	Inscription Capital, LLC Houston, TX	BUY	-	10K New	$129K - $239K	10K $387K
May 15, 2023 Q1 2023	Creative Planning Overland Park, KS	BUY	CALL	1K New	$12.9K - $23.9K	1K $38.7K
Apr 12, 2023 Q1 2023	Contravisory Investment Management, Inc.	BUY	-	500 New	$6.45K - $11.9K	500 $19.4K
May 15, 2023 Q1 2023	Belpointe Asset Management LLC	BUY	-	355 + 87.87%	$4.58K - $8.47K	759 $29.4K
May 04, 2023 Q1 2023	Ellevest, Inc.	BUY	-	343 + 127.99%	$4.42K - $8.18K	611 $23.7K
Apr 12, 2023 Q1 2023	Founders Capital Management	BUY	-	300 + 100.0%	$3.87K - $7.16K	600 $23.2K
May 04, 2023 Q1 2023	Treasurer Of The State Of North Carolina	BUY	-	220 + 0.72%	$2.84K - $5.25K	30.8K $1.19M
Apr 24, 2023 Q1 2023	Machina Capital S.A.S. Paris, I0	BUY	-	200 New	$2.58K - $4.77K	200 $7.74K
May 11, 2023 Q1 2023	Nvwm, LLC	BUY	-	23 + 115.0%	$296 - $549	43 $1.66K
Apr 17, 2023 Q1 2023	Gradient Investments LLC	BUY	-	19 New	$245 - $453	19 $736
May 05, 2023 Q1 2023	Evolution Advisers, Inc.	BUY	-	16 New	$206 - $382	16 $620

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Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)

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15

10

6

5

4

4

1

88.8K

48.9K

43.9K

37.5K

9.41K

8K

7.6K

7.38K

7.23K

6.74K

6.53K

2.38K

1.14K

850

500

390

75

30

30

20

12

400K

218K

200K

82.5K

75K

50K

38.9K

21.5K

18.8K

11.8K

10K

1K

500

355

343

300

220

200

23

19

16

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