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 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.74KNew |
$88.3K - $146K
|
1.74K
$67.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 18.19% |
$86.2K - $143K
|
11K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.52KNew |
$77.3K - $128K
|
1.52K
$58.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
1.5K+ 4.1% |
$76.2K - $126K
|
38.1K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.49K+ 14.76% |
$75.4K - $125K
|
11.5K
$447K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.34K+ 9.34% |
$68.3K - $113K
|
15.7K
$609K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 171.09% |
$65.5K - $109K
|
2.04K
$79.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.25K+ 14.53% |
$63.5K - $105K
|
9.85K
$381K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05KNew |
$53.2K - $88.1K
|
1.05K
$40.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.04K+ 9454.55% |
$52.8K - $87.5K
|
1.05K
$40.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1K+ 72.0% |
$51K - $84.4K
|
2.4K
$92.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
PUT |
1KNew |
$50.8K - $84.1K
|
1K
$38.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1KNew |
$50.8K - $84.1K
|
1K
$38.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
850New |
$43.2K - $71.5K
|
850
$32.9K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
745+ 14.55% |
$37.8K - $62.7K
|
5.87K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
620+ 0.63% |
$31.5K - $52.2K
|
99.3K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 69.44% |
$30.5K - $50.5K
|
1.46K
$56.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
593+ 0.08% |
$30.1K - $49.9K
|
785K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$25.4K - $42.1K
|
500
$19.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
498+ 0.55% |
$25.3K - $41.9K
|
90.5K
$3.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
464+ 3.97% |
$23.6K - $39K
|
12.2K
$471K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
458+ 7.65% |
$23.3K - $38.5K
|
6.45K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
442+ 749.15% |
$22.5K - $37.2K
|
501
$19.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
439+ 132.23% |
$22.3K - $36.9K
|
771
$29.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
433+ 7.11% |
$22K - $36.4K
|
6.52K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
425New |
$21.6K - $35.8K
|
425
$16.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
411+ 3.84% |
$20.9K - $34.6K
|
11.1K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
403+ 1.05% |
$20.5K - $33.9K
|
38.9K
$1.51M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
BUY
|
- |
380+ 2.51% |
$19.3K - $32K
|
15.5K
$600K
|
|
|
Nov 13, 2025
Q3 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
371+ 3.02% |
$18.8K - $31.2K
|
12.6K
$490K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
370+ 1.48% |
$18.8K - $31.1K
|
25.3K
$981K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
360+ 2.19% |
$18.3K - $30.3K
|
16.8K
$650K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
334New |
$17K - $28.1K
|
334
$12.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
300New |
$15.2K - $25.2K
|
300
$11.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
252+ 11.03% |
$12.8K - $21.2K
|
2.54K
$98.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
250+ 25.0% |
$12.7K - $21K
|
1.25K
$48.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
250New |
$12.7K - $21K
|
250
$9.68K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
222+ 4.23% |
$11.3K - $18.7K
|
5.47K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
212New |
$10.8K - $17.8K
|
212
$8.21K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
210+ 102.94% |
$10.7K - $17.7K
|
414
$16K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
207+ 144.76% |
$10.5K - $17.4K
|
350
$13.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200New |
$10.2K - $16.8K
|
200
$7.74K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
199+ 3.8% |
$10.1K - $16.7K
|
5.44K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
154New |
$7.82K - $13K
|
154
$5.96K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153+ 566.67% |
$7.77K - $12.9K
|
180
$6.97K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
152+ 1.58% |
$7.72K - $12.8K
|
9.74K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
151+ 3.51% |
$7.67K - $12.7K
|
4.45K
$172K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
150New |
$7.62K - $12.6K
|
150
$5.81K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140+ 39.77% |
$7.11K - $11.8K
|
492
$19.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
139New |
$7.06K - $11.7K
|
139
$5.38K
|
|