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 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
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
60KNew |
$2.27M - $5.07M
|
60K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
56.7KNew |
$2.14M - $4.79M
|
56.7K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
51.9KNew |
$1.96M - $4.39M
|
51.9K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
32.8KNew |
$1.24M - $2.77M
|
32.8K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.3KNew |
$1.22M - $2.72M
|
32.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
26.6KNew |
$1M - $2.25M
|
26.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
23.7KNew |
$896K - $2M
|
23.7K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
16.6KNew |
$629K - $1.41M
|
16.6K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
16.6KNew |
$627K - $1.4M
|
16.6K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
15.4KNew |
$583K - $1.3M
|
15.4K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.07K+ 124.98% |
$305K - $681K
|
14.5K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.7KNew |
$253K - $566K
|
6.7K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.05KNew |
$229K - $511K
|
6.05K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.4KNew |
$204K - $456K
|
5.4K
$209K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.75KNew |
$180K - $401K
|
4.75K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
4.3KNew |
$162K - $363K
|
4.3K
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.81KNew |
$144K - $322K
|
3.81K
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.64KNew |
$138K - $308K
|
3.64K
$141K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37KNew |
$127K - $284K
|
3.37K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.25KNew |
$123K - $274K
|
3.25K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.11KNew |
$117K - $263K
|
3.11K
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.87KNew |
$70.5K - $158K
|
1.87K
$72.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.3K+ 12.51% |
$49.2K - $110K
|
11.7K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1KNew |
$37.8K - $84.5K
|
1K
$38.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
518New |
$19.6K - $43.8K
|
518
$20.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
CALL |
500New |
$18.9K - $42.2K
|
500
$19.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
370New |
$14K - $31.3K
|
370
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
364+ 3.78% |
$13.8K - $30.7K
|
10K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$13.2K - $29.6K
|
350
$13.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
300New |
$11.3K - $25.3K
|
300
$11.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
PUT |
300New |
$11.3K - $25.3K
|
300
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
203New |
$7.67K - $17.1K
|
203
$7.86K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
165New |
$6.23K - $13.9K
|
165
$6.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
160+ 2285.71% |
$6.04K - $13.5K
|
167
$6.47K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.51K - $7.85K
|
93
$3.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
88New |
$3.32K - $7.43K
|
88
$3.41K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15New |
$567 - $1.27K
|
15
$581
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$378 - $845
|
10
$387
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$378 - $845
|
10
$387
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6New |
$227 - $507
|
6
$232
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2New |
$75.6 - $169
|
2
$77.4
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
211K+ 393.0% |
$4.84M - $9.31M
|
265K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
69.9K+ 1027.94% |
$1.6M - $3.08M
|
76.7K
$2.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
50.2KNew |
$1.15M - $2.21M
|
50.2K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Advent Capital Management
New York, NY |
BUY
|
PUT |
40KNew |
$916K - $1.76M
|
40K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
22.6KNew |
$518K - $999K
|
22.6K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
18KNew |
$413K - $796K
|
18K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$407K - $785K
|
17.8K
$689K
|
|