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
Oct 27, 2023 Q3 2023	Belvedere Trading LLC	BUY	-	4.65K + 92.37%	$123K - $335K	9.68K $645K
Nov 14, 2023 Q3 2023	Public Employees Retirement Association Of Colorado Denver, CO	BUY	-	2.95K + 114.61%	$78.3K - $213K	5.52K $368K
Nov 13, 2023 Q3 2023	Deka Bank Deutsche Girozentrale	BUY	-	1.8K New	$47.8K - $130K	1.8K $120K
Nov 15, 2023 Q3 2023	Stonebridge Capital Advisors LLC St Paul, MN	BUY	-	100 + 76.92%	$2.66K - $7.21K	230 $15.3K
Nov 13, 2023 Q3 2023	Glassman Wealth Services	BUY	-	92 + 836.36%	$2.44K - $6.63K	103 $6.87K
Nov 06, 2023 Q3 2023	Authentikos Wealth Advisory, LLC Morgan Hill, CA	BUY	-	60 New	$1.59K - $4.33K	60 $4K
Oct 31, 2023 Q3 2023	Alpha Mark Advisors, LLC Ft. Wright, KY	BUY	-	44 New	$1.17K - $3.17K	44 $2.93K
Oct 23, 2023 Q3 2023	Robbins Farley LLC Manchester, NH	BUY	-	20 New	$531 - $1.44K	20 $1.33K
Oct 25, 2023 Q3 2023	Sawyer & Company, Inc	BUY	-	17 New	$451 - $1.23K	17 $1.13K
May 15, 2024 Q3 2023	Global Financial Private Client, LLC Sarasota, FL	BUY	-	15 New	$398 - $1.08K	15 $1K
Oct 27, 2023 Q3 2023	Whittier Trust CO	BUY	-	10 New	$266 - $721	10 $667
Nov 02, 2023 Q3 2023	Tfo Tdc, LLC	BUY	-	6 New	$159 - $433	6 $400
Nov 13, 2023 Q3 2023	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	5 New	$133 - $360	5 $333
Nov 14, 2023 Q3 2023	Re Dickinson Investment Advisors, LLC Council Bluffs, IA	BUY	-	4 + 7.84%	$106 - $288	55 $3.67K
Nov 07, 2023 Q3 2023	Addison Advisors LLC	BUY	-	4 New	$106 - $288	4 $267
Oct 17, 2023 Q3 2023	Impact Partnership Wealth, LLC Kennesaw, GA	BUY	-	1 New	$26.6 - $72.1	1 $66.7
Q2 2023
Aug 09, 2023 Q2 2023	Group One Trading, L.P. Chicago, IL	BUY	-	213K New	$2.58M - $8.03M	213K $14.2M
Aug 14, 2023 Q2 2023	Basswood Capital Management, L.L.C. New York, NY	BUY	-	88.8K New	$1.07M - $3.35M	88.8K $5.92M
Jul 10, 2023 Q2 2023	Retireful, LLC	BUY	-	48.9K New	$592K - $1.85M	48.9K $3.26M
Aug 14, 2023 Q2 2023	Ergoteles LLC New York, NY	BUY	-	43.9K New	$531K - $1.66M	43.9K $2.93M
Aug 14, 2023 Q2 2023	Jim Chanos Kynikos Associates LP \| New York, Ny	BUY	PUT	37.5K New	$454K - $1.41M	37.5K $2.5M
Aug 14, 2023 Q2 2023	Quantamental Technologies LLC White Plains, NY	BUY	-	9.41K New	$114K - $355K	9.41K $627K
Aug 14, 2023 Q2 2023	Stifel Financial Corp St. Louis, MO	BUY	-	8.54K New	$103K - $322K	8.54K $569K
Jul 31, 2023 Q2 2023	Johnson Financial Group, LLC Denver, CO	BUY	-	8K New	$96.8K - $302K	8K $533K
Aug 11, 2023 Q2 2023	Axq Capital, LP Jersey City, NJ	BUY	-	7.6K New	$92K - $287K	7.6K $507K
Aug 08, 2023 Q2 2023	Mitchell Mcleod Pugh & Williams Inc	BUY	-	7.38K New	$89.2K - $278K	7.38K $492K
Jul 26, 2023 Q2 2023	Center Star Asset Management, LLC	BUY	-	7.23K New	$87.4K - $272K	7.23K $482K
Aug 11, 2023 Q2 2023	V Wealth Advisors LLC	BUY	-	6.74K New	$81.6K - $254K	6.74K $449K
Aug 11, 2023 Q2 2023	Franklin Resources Inc San Mateo, CA	BUY	-	6.53K New	$79K - $246K	6.53K $435K
Aug 11, 2023 Q2 2023	Avantax Advisory Services, Inc.	BUY	-	6.19K New	$74.9K - $233K	6.19K $413K
Aug 14, 2023 Q2 2023	Holocene Advisors, LP New York, NY	BUY	-	2.38K + 2.58%	$28.8K - $89.7K	94.6K $6.31M
Jul 20, 2023 Q2 2023	Exchange Traded Concepts, LLC	BUY	-	1.14K New	$13.8K - $43.1K	1.14K $76.2K
Aug 07, 2023 Q2 2023	Brown Brothers Harriman & CO New York, NY	BUY	-	850 New	$10.3K - $32K	850 $56.7K
Aug 11, 2023 Q2 2023	Baker Avenue Asset Management, LP	BUY	-	500 + 1612.9%	$6.05K - $18.9K	531 $35.4K
Jul 31, 2023 Q2 2023	Wealth Plan Partners, LLC Omaha, NE	BUY	-	390 + 48.15%	$4.72K - $14.7K	1.2K $80K
Sep 12, 2023 Q2 2023	Cgc Financial Services, LLC Lake Oswego, OR	BUY	-	75 New	$908 - $2.83K	75 $5K
Sep 07, 2023 Q2 2023	St Germain D J CO Inc Springfield, MA	BUY	-	30 New	$363 - $1.13K	30 $2K
Aug 07, 2023 Q2 2023	Clearview Wealth Advisors LLC	BUY	-	30 New	$363 - $1.13K	30 $2K
Jul 19, 2023 Q2 2023	25 LLC St. Louis, MO	BUY	-	20 New	$242 - $754	20 $1.33K
Aug 07, 2023 Q2 2023	Tfc Financial Management	BUY	-	12 New	$145 - $452	12 $800
Aug 21, 2023 Q2 2023	Asset Dedication, LLC	BUY	-	8 New	$96.8 - $302	8 $533
Q1 2023
May 15, 2023 Q1 2023	Dorsal Capital Management, LLC Redwood City, CA	BUY	CALL	400K New	$5.16M - $9.54M	400K $26.7M
May 15, 2023 Q1 2023	Freshford Capital Management, LLC Rye Brook, NY	BUY	-	218K New	$2.82M - $5.21M	218K $14.6M
May 12, 2023 Q1 2023	Clear Street Markets LLC	BUY	PUT	200K New	$2.58M - $4.77M	200K $13.3M
May 15, 2023 Q1 2023	Connacht Asset Management LP New York, NY	BUY	PUT	82.5K + 39.76%	$1.06M - $1.97M	290K $19.3M
Apr 28, 2023 Q1 2023	Greatmark Investment Partners, Inc.	BUY	-	75K New	$967K - $1.79M	75K $5M
May 15, 2023 Q1 2023	Cantor Fitzgerald, L. P. New York, NY	BUY	-	50K New	$645K - $1.19M	50K $3.33M
May 15, 2023 Q1 2023	Point72 Middle East Fze Stamford, CT	BUY	-	38.9K New	$502K - $929K	38.9K $2.6M
May 11, 2023 Q1 2023	Regal Investment Advisors LLC Kentwood, MI	BUY	-	21.5K New	$277K - $513K	21.5K $1.43M
May 12, 2023 Q1 2023	Quinn Opportunity Partners LLC Charlottesville, VA	BUY	-	18.8K New	$242K - $448K	18.8K $1.25M

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Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)

4.65K

2.95K

1.8K

100

92

60

44

20

17

15

10

6

5

4

4

1

213K

88.8K

48.9K

43.9K

37.5K

9.41K

8.54K

8K

7.6K

7.38K

7.23K

6.74K

6.53K

6.19K

2.38K

1.14K

850

500

390

75

30

30

20

12

8

400K

218K

200K

82.5K

75K

50K

38.9K

21.5K

18.8K

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