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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
11.5KNew |
$434K - $969K
|
11.5K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
10.5KNew |
$397K - $887K
|
10.5K
$700K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
10.4KNew |
$393K - $878K
|
10.4K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.3KNew |
$391K - $873K
|
10.3K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10K+ 33.33% |
$378K - $845K
|
40K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$378K - $845K
|
10K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
9.1KNew |
$344K - $769K
|
9.1K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
8.5K+ 45.21% |
$321K - $718K
|
27.3K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.16K+ 16.92% |
$308K - $689K
|
56.4K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.07K+ 124.98% |
$305K - $681K
|
14.5K
$968K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.02KNew |
$303K - $677K
|
8.02K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.95KNew |
$300K - $671K
|
7.95K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.9KNew |
$298K - $667K
|
7.9K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
7.56K+ 51.91% |
$286K - $638K
|
22.1K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.53KNew |
$284K - $636K
|
7.53K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
7.5KNew |
$283K - $633K
|
7.5K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.35KNew |
$278K - $621K
|
7.35K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
7KNew |
$264K - $591K
|
7K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.7KNew |
$253K - $566K
|
6.7K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.69KNew |
$253K - $565K
|
6.69K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.34K+ 24.35% |
$240K - $536K
|
32.4K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.05KNew |
$229K - $511K
|
6.05K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.96KNew |
$225K - $504K
|
5.96K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.4KNew |
$204K - $456K
|
5.4K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.34K+ 89.58% |
$202K - $451K
|
11.3K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.22KNew |
$197K - $441K
|
5.22K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
5.2K+ 21.31% |
$196K - $439K
|
29.6K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.18KNew |
$196K - $437K
|
5.18K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.1KNew |
$193K - $431K
|
5.1K
$340K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08KNew |
$192K - $429K
|
5.08K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
5K+ 49.75% |
$189K - $422K
|
15.1K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.83K+ 8.87% |
$182K - $408K
|
59.2K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.82KNew |
$182K - $407K
|
4.82K
$321K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.75KNew |
$180K - $401K
|
4.75K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.73KNew |
$179K - $399K
|
4.73K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.72KNew |
$178K - $398K
|
4.72K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.69K+ 76.66% |
$177K - $396K
|
10.8K
$720K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62KNew |
$175K - $390K
|
4.62K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.61K+ 26.88% |
$174K - $390K
|
21.8K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.57K+ 20.26% |
$173K - $386K
|
27.1K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.5K+ 30.2% |
$170K - $380K
|
19.4K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.4KNew |
$166K - $371K
|
4.4K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.35K+ 26.61% |
$164K - $367K
|
20.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
4.3KNew |
$162K - $363K
|
4.3K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.22KNew |
$160K - $357K
|
4.22K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.07KNew |
$154K - $343K
|
4.07K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.92K+ 3.62% |
$148K - $331K
|
112K
$7.48M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.81KNew |
$144K - $322K
|
3.81K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.8K+ 2.6% |
$144K - $321K
|
150K
$9.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.8KNew |
$144K - $321K
|
3.8K
$253K
|