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
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
139New |
$7.06K - $11.7K
|
139
$5.38K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
125+ 28.22% |
$6.35K - $10.5K
|
568
$22K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
101New |
$5.13K - $8.5K
|
101
$3.91K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 153.85% |
$5.08K - $8.41K
|
165
$6.39K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
99+ 25.92% |
$5.03K - $8.33K
|
481
$18.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
87+ 2.0% |
$4.42K - $7.32K
|
4.45K
$172K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
76+ 1.41% |
$3.86K - $6.39K
|
5.48K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
70New |
$3.56K - $5.89K
|
70
$2.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
65+ 1.0% |
$3.3K - $5.47K
|
6.54K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
60+ 0.62% |
$3.05K - $5.05K
|
9.67K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
53+ 0.65% |
$2.69K - $4.46K
|
8.2K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
50New |
$2.54K - $4.21K
|
50
$1.94K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 1.1% |
$2.54K - $4.21K
|
4.59K
$178K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
39New |
$1.98K - $3.28K
|
39
$1.51K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28+ 254.55% |
$1.42K - $2.36K
|
39
$1.51K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27+ 42.19% |
$1.37K - $2.27K
|
91
$3.52K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
25New |
$1.27K - $2.1K
|
25
$968
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$1.27K - $2.1K
|
25
$968
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 0.17% |
$914 - $1.51K
|
10.8K
$420K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18New |
$914 - $1.51K
|
18
$697
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16New |
$813 - $1.35K
|
16
$620
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
15+ 166.67% |
$762 - $1.26K
|
24
$929
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
10New |
$508 - $841
|
10
$387
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$508 - $841
|
10
$387
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
10New |
$508 - $841
|
10
$387
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9+ 1.1% |
$457 - $757
|
825
$31.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.43% |
$356 - $589
|
1.63K
$63.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 9.68% |
$305 - $505
|
68
$2.63K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
5New |
$254 - $421
|
5
$194
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$254 - $421
|
5
$194
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$203 - $337
|
4
$155
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 3.33% |
$102 - $168
|
62
$2.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$102 - $168
|
2
$77.4
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
1.39MNew |
$48.3M - $90M
|
1.39M
$53.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
674KNew |
$23.4M - $43.7M
|
674K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
200KNew |
$6.96M - $13M
|
200K
$7.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
BUY
|
- |
174KNew |
$6.04M - $11.3M
|
174K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
165K+ 3004.15% |
$5.75M - $10.7M
|
171K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
163K+ 512.29% |
$5.67M - $10.6M
|
195K
$7.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
- |
160K+ 592.28% |
$5.58M - $10.4M
|
187K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
136KNew |
$4.73M - $8.82M
|
136K
$5.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
128KNew |
$4.47M - $8.33M
|
128K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
122KNew |
$4.26M - $7.94M
|
122K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
95KNew |
$3.31M - $6.16M
|
95K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
72KNew |
$2.51M - $4.67M
|
72K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
67.5KNew |
$2.35M - $4.38M
|
67.5K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
56.7K+ 4.66% |
$1.97M - $3.67M
|
1.27M
$49.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
51.7K+ 578.85% |
$1.8M - $3.36M
|
60.7K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$1.74M - $3.24M
|
50K
$1.94M
|
|