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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
45.9KNew |
$1.6M - $2.98M
|
45.9K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
40KNew |
$1.39M - $2.59M
|
40K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
35KNew |
$1.22M - $2.27M
|
35K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
34.1KNew |
$1.19M - $2.21M
|
34.1K
$1.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
33.2KNew |
$1.16M - $2.15M
|
33.2K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
26.6KNew |
$927K - $1.73M
|
26.6K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
23.2KNew |
$807K - $1.5M
|
23.2K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
17KNew |
$592K - $1.1M
|
17K
$658K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.6KNew |
$544K - $1.01M
|
15.6K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
15.3KNew |
$533K - $993K
|
15.3K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$480K - $894K
|
13.8K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
12.9KNew |
$447K - $834K
|
12.9K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
12KNew |
$419K - $781K
|
12K
$466K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.7KNew |
$371K - $691K
|
10.7K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Diker Management LLC
New York, NY |
BUY
|
- |
9KNew |
$313K - $584K
|
9K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
BUY
|
- |
8.15KNew |
$284K - $529K
|
8.15K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.98KNew |
$278K - $518K
|
7.98K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.31KNew |
$185K - $345K
|
5.31K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$174K - $324K
|
5K
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.78KNew |
$166K - $310K
|
4.78K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.74K+ 26.14% |
$165K - $308K
|
22.9K
$886K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.66KNew |
$162K - $302K
|
4.66K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$148K - $275K
|
4.24K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
4.24KNew |
$147K - $275K
|
4.24K
$164K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.21KNew |
$147K - $273K
|
4.21K
$163K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.17KNew |
$145K - $270K
|
4.17K
$162K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4.17KNew |
$145K - $270K
|
4.17K
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
4KNew |
$139K - $259K
|
4K
$155K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4KNew |
$139K - $259K
|
4K
$155K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$138K - $257K
|
3.96K
$153K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.68KNew |
$128K - $238K
|
3.68K
$142K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.6KNew |
$125K - $233K
|
3.6K
$139K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.53KNew |
$123K - $229K
|
3.53K
$137K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
3.45KNew |
$120K - $224K
|
3.45K
$134K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.36KNew |
$117K - $218K
|
3.36K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.35KNew |
$117K - $218K
|
3.35K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.35KNew |
$116K - $217K
|
3.35K
$130K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.3KNew |
$115K - $214K
|
3.3K
$128K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.25KNew |
$113K - $211K
|
3.25K
$126K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$111K - $207K
|
3.2K
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.28KNew |
$79.2K - $148K
|
2.28K
$88.1K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.6K+ 6.27% |
$55.7K - $104K
|
27.1K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.42K+ 1775.0% |
$49.4K - $92.1K
|
1.5K
$58.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
964+ 12.1% |
$33.5K - $62.5K
|
8.93K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
956+ 20.22% |
$33.3K - $62K
|
5.68K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
700+ 140.0% |
$24.4K - $45.4K
|
1.2K
$46.5K
|
|