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 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.68KNew |
$139K - $310K
|
3.68K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.64KNew |
$138K - $308K
|
3.64K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.64KNew |
$138K - $307K
|
3.64K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.6KNew |
$136K - $304K
|
3.6K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.55KNew |
$134K - $300K
|
3.55K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.45KNew |
$130K - $291K
|
3.45K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.39KNew |
$128K - $286K
|
3.39K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.38K+ 16.36% |
$128K - $285K
|
24K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37KNew |
$127K - $284K
|
3.37K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.26KNew |
$123K - $275K
|
3.26K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.25KNew |
$123K - $274K
|
3.25K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.21K+ 19.47% |
$121K - $271K
|
19.7K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.11KNew |
$117K - $263K
|
3.11K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.09K+ 7.64% |
$117K - $261K
|
43.6K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.51KNew |
$94.8K - $212K
|
2.51K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.45K+ 5.47% |
$92.5K - $207K
|
47.2K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 26.49% |
$72.7K - $163K
|
9.19K
$612K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.87KNew |
$70.5K - $158K
|
1.87K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.75K+ 20.39% |
$66.1K - $148K
|
10.3K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.67K+ 18.51% |
$63.2K - $141K
|
10.7K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.61KNew |
$60.6K - $136K
|
1.61K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.56KNew |
$58.9K - $132K
|
1.56K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 10.03% |
$58.4K - $131K
|
17K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.52KNew |
$57.4K - $128K
|
1.52K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
1.4KNew |
$52.9K - $118K
|
1.4K
$93.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.3K+ 12.51% |
$49.2K - $110K
|
11.7K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1KNew |
$37.8K - $84.5K
|
1K
$66.7K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 150.6% |
$37.8K - $84.5K
|
1.66K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
943New |
$35.6K - $79.6K
|
943
$62.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
916+ 1.06% |
$34.6K - $77.4K
|
87.6K
$5.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
707+ 10.87% |
$26.7K - $59.7K
|
7.21K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
699+ 256.99% |
$26.4K - $59K
|
971
$64.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
678+ 13.32% |
$25.6K - $57.3K
|
5.77K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
633+ 8.35% |
$23.9K - $53.5K
|
8.22K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
552+ 2.57% |
$20.9K - $46.6K
|
22.1K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
518New |
$19.6K - $43.8K
|
518
$34.5K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
503+ 0.71% |
$19K - $42.5K
|
71.3K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
CALL |
500New |
$18.9K - $42.2K
|
500
$33.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
496New |
$18.7K - $41.9K
|
496
$33.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
486+ 49.14% |
$18.4K - $41K
|
1.48K
$98.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
467+ 17.82% |
$17.6K - $39.4K
|
3.09K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
375+ 31.25% |
$14.2K - $31.7K
|
1.58K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
370New |
$14K - $31.3K
|
370
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
364+ 3.78% |
$13.8K - $30.7K
|
10K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$13.2K - $29.6K
|
350
$23.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
PUT |
300New |
$11.3K - $25.3K
|
300
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224New |
$8.46K - $18.9K
|
224
$14.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
224+ 19.93% |
$8.46K - $18.9K
|
1.35K
$89.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
212+ 0.55% |
$8.01K - $17.9K
|
38.8K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
204New |
$7.71K - $17.2K
|
204
$13.6K
|