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 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
166New |
$5.78K - $10.8K
|
166
$6.43K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
146+ 73.0% |
$5.08K - $9.47K
|
346
$13.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
130+ 110.17% |
$4.52K - $8.43K
|
248
$9.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
127+ 1.0% |
$4.42K - $8.24K
|
12.8K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
121+ 145.78% |
$4.21K - $7.85K
|
204
$7.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$3.48K - $6.48K
|
100
$3.87K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73New |
$2.54K - $4.73K
|
73
$2.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
40+ 0.56% |
$1.39K - $2.59K
|
7.12K
$276K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
30+ 300.0% |
$1.04K - $1.95K
|
40
$1.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18+ 36.0% |
$626 - $1.17K
|
68
$2.63K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$452 - $843
|
13
$503
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$452 - $843
|
13
$503
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$383 - $713
|
40.5K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10New |
$348 - $649
|
10
$387
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$244 - $454
|
7
$271
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 5.0% |
$69.6 - $130
|
42
$1.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Coatue Management LLC
New York, NY |
BUY
|
- |
522K+ 149.51% |
$24M - $46.3M
|
871K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
110K+ 948.97% |
$5.07M - $9.77M
|
122K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.7K+ 4.47% |
$2.84M - $5.48M
|
1.44M
$55.8M
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
61.6KNew |
$2.83M - $5.46M
|
61.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
40KNew |
$1.84M - $3.55M
|
40K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
35KNew |
$1.61M - $3.1M
|
35K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
20.7KNew |
$953K - $1.84M
|
20.7K
$802K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
19.7KNew |
$907K - $1.75M
|
19.7K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
18.2K+ 91.46% |
$838K - $1.62M
|
38.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1KNew |
$512K - $987K
|
11.1K
$431K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
10.2KNew |
$470K - $905K
|
10.2K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
9.3KNew |
$428K - $826K
|
9.3K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.44K+ 75.43% |
$250K - $483K
|
12.7K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.27KNew |
$243K - $468K
|
5.27K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.75KNew |
$219K - $422K
|
4.75K
$184K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$209K - $403K
|
4.54K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.12K+ 52.29% |
$144K - $277K
|
9.08K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.84KNew |
$84.7K - $163K
|
1.84K
$71.3K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$9.21K - $17.8K
|
200
$7.74K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
154New |
$7.09K - $13.7K
|
154
$5.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
152+ 5.83% |
$7K - $13.5K
|
2.76K
$107K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
52New |
$2.39K - $4.62K
|
52
$2.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.15K - $2.22K
|
25
$968
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
14+ 155.56% |
$644 - $1.24K
|
23
$891
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.07% |
$644 - $1.24K
|
21.2K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 37.93% |
$506 - $976
|
40
$1.55K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$368 - $710
|
8
$310
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 14.89% |
$322 - $621
|
54
$2.09K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
262KNew |
$9.9M - $22.1M
|
262K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
200KNew |
$7.56M - $16.9M
|
200K
$7.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
93.1KNew |
$3.52M - $7.87M
|
93.1K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
70.2KNew |
$2.65M - $5.93M
|
70.2K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
63.2KNew |
$2.39M - $5.34M
|
63.2K
$2.45M
|
|