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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
10KNew |
$508K - $841K
|
10K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
CALL |
10KNew |
$508K - $841K
|
10K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
9.88KNew |
$502K - $832K
|
9.88K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.61K+ 21.29% |
$488K - $809K
|
54.8K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
BUY
|
- |
9.1KNew |
$462K - $765K
|
9.1K
$352K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.49KNew |
$431K - $714K
|
8.49K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.37K+ 42.77% |
$425K - $705K
|
28K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
8KNew |
$406K - $673K
|
8K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.91K+ 32.87% |
$402K - $665K
|
32K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
7.83KNew |
$398K - $659K
|
7.83K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.8KNew |
$396K - $656K
|
7.8K
$302K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.75KNew |
$394K - $652K
|
7.75K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.68KNew |
$390K - $646K
|
7.68K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.07K+ 12.13% |
$359K - $594K
|
65.3K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.95KNew |
$353K - $585K
|
6.95K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.9K+ 4.34% |
$351K - $580K
|
166K
$6.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.84K+ 85.12% |
$348K - $576K
|
14.9K
$576K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6.66K+ 8.72% |
$338K - $560K
|
83K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
6.53KNew |
$332K - $549K
|
6.53K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.37KNew |
$324K - $536K
|
6.37K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.25KNew |
$318K - $526K
|
6.25K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
6.2K+ 5.05% |
$315K - $522K
|
129K
$4.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.96KNew |
$303K - $501K
|
5.96K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
5.74KNew |
$291K - $483K
|
5.74K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.73K+ 108.86% |
$291K - $482K
|
11K
$426K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.51K+ 239.96% |
$280K - $463K
|
7.8K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
5.5KNew |
$279K - $463K
|
5.5K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.33K+ 10054.72% |
$271K - $448K
|
5.38K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.32KNew |
$270K - $448K
|
5.32K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.29K+ 0.64% |
$269K - $445K
|
825K
$32M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.01KNew |
$255K - $422K
|
5.01K
$194K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
4.89K+ 116.0% |
$248K - $411K
|
9.1K
$352K
|
|
|
Nov 13, 2025
Q3 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.87K+ 90.99% |
$247K - $410K
|
10.2K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.7K+ 24.61% |
$239K - $395K
|
23.8K
$922K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.69K+ 1324.29% |
$238K - $394K
|
5.04K
$195K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4.66K+ 378.55% |
$237K - $392K
|
5.89K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.53KNew |
$230K - $381K
|
4.53K
$175K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.46K+ 23.39% |
$226K - $375K
|
23.5K
$910K
|
|
|
Nov 14, 2025
Q3 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
4.1KNew |
$208K - $345K
|
4.1K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.85K+ 211.54% |
$196K - $324K
|
5.67K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.17K+ 44.09% |
$161K - $267K
|
10.4K
$401K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$152K - $252K
|
3K
$116K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.88K+ 6.56% |
$146K - $242K
|
46.8K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.84K+ 7.4% |
$144K - $239K
|
41.2K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.4K+ 3.53% |
$122K - $202K
|
70.4K
$2.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.17K+ 24.64% |
$110K - $182K
|
11K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.02K+ 8.14% |
$103K - $170K
|
26.9K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 15.38% |
$102K - $168K
|
15K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.88K+ 49.25% |
$95.6K - $158K
|
5.7K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.82K+ 25.64% |
$92.3K - $153K
|
8.9K
$345K
|
|