Latest Institutional Sells of Upstart Holdings, Inc. (UPST)
This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-603- 2.75% |
$30.6K - $50.7K
|
21.3K
$827K
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
SELL
|
- |
-600- 4.37% |
$30.5K - $50.5K
|
13.1K
$508K
|
|
|
Jan 16, 2026
Q3 2025
|
Integrated Financial Solutions, Inc.
Reston, VA |
SELL
|
- |
-550- 3.76% |
$27.9K - $46.3K
|
14.1K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 57.14% |
$25.4K - $42.1K
|
375
$14.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-500- 1.92% |
$25.4K - $42.1K
|
25.5K
$988K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-486- 68.07% |
$24.7K - $40.9K
|
228
$8.83K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-484- 2.37% |
$24.6K - $40.7K
|
19.9K
$772K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-449- 4.78% |
$22.8K - $37.8K
|
8.95K
$347K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-382- 71.8% |
$19.4K - $32.1K
|
150
$5.81K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-358- 1.91% |
$18.2K - $30.1K
|
18.4K
$712K
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-343- 0.72% |
$17.4K - $28.9K
|
47.1K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-333- 6.98% |
$16.9K - $28K
|
4.44K
$172K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-278- 1.21% |
$14.1K - $23.4K
|
22.8K
$882K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-257- 1.58% |
$13.1K - $21.6K
|
16K
$619K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-237- 4.0% |
$12K - $19.9K
|
5.69K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-231- 2.35% |
$11.7K - $19.4K
|
9.61K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-215- 1.03% |
$10.9K - $18.1K
|
20.6K
$797K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-180- 1.33% |
$9.14K - $15.1K
|
13.3K
$516K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-128- 80.5% |
$6.5K - $10.8K
|
31
$1.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 3.28% |
$5.08K - $8.41K
|
2.95K
$114K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 19.61% |
$5.08K - $8.41K
|
410
$15.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-97- 93.27% |
$4.93K - $8.16K
|
7
$271
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-95- 1.51% |
$4.83K - $7.99K
|
6.19K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-93- 8.71% |
$4.72K - $7.82K
|
975
$37.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-93- 61.18% |
$4.72K - $7.82K
|
59
$2.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-82- 76.64% |
$4.17K - $6.9K
|
25
$968
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-82- 4.22% |
$4.17K - $6.9K
|
1.86K
$72.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-77- 1.68% |
$3.91K - $6.48K
|
4.51K
$175K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-45- 26.47% |
$2.29K - $3.79K
|
125
$4.84K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-35- 3.69% |
$1.78K - $2.94K
|
913
$35.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-33- 20.25% |
$1.68K - $2.78K
|
130
$5.03K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30- 7.98% |
$1.52K - $2.52K
|
346
$13.4K
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-26- 0.12% |
$1.32K - $2.19K
|
21.4K
$827K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-22- 13.25% |
$1.12K - $1.85K
|
144
$5.58K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 8.0% |
$813 - $1.35K
|
184
$7.12K
|
|
|
Nov 04, 2025
Q3 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-10- 0.05% |
$508 - $841
|
22K
$850K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-7- 0.08% |
$356 - $589
|
8.98K
$348K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-5- 0.07% |
$254 - $421
|
6.75K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$50.8 - $84.1
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.5% |
$50.8 - $84.1
|
201
$7.78K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
PUT |
-89.8K- 74.96% |
$3.13M - $5.82M
|
30K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-76.6KClosed |
$2.67M - $4.97M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
CALL |
-50K- 66.67% |
$1.74M - $3.24M
|
25K
$968K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-45.4K- 47.21% |
$1.58M - $2.94M
|
50.7K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-35.4K- 83.5% |
$1.23M - $2.3M
|
7K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-24K- 82.95% |
$835K - $1.56M
|
4.93K
$191K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-15.2K- 27.72% |
$529K - $986K
|
39.6K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.46K- 56.66% |
$294K - $548K
|
6.47K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7.72K- 39.15% |
$269K - $501K
|
12K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.38K- 41.56% |
$257K - $479K
|
10.4K
$402K
|
|