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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 31.17% |
$50.7K - $94.6K
|
3.22K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.33K- 35.5% |
$46.2K - $86.1K
|
2.41K
$93.4K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 65.1% |
$45.2K - $84.3K
|
697
$27K
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-1K- 8.47% |
$34.8K - $64.8K
|
10.8K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-854- 98.27% |
$29.7K - $55.4K
|
15
$581
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-832- 43.7% |
$29K - $54K
|
1.07K
$41.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-800- 3.4% |
$27.8K - $51.9K
|
22.7K
$879K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-500- 2.75% |
$17.4K - $32.4K
|
17.7K
$685K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-349- 0.9% |
$12.1K - $22.6K
|
38.4K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-307- 70.25% |
$10.7K - $19.9K
|
130
$5.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-269- 0.62% |
$9.36K - $17.4K
|
43.1K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-250- 80.39% |
$8.7K - $16.2K
|
61
$2.36K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-100- 55.56% |
$3.48K - $6.48K
|
80
$3.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-95- 90.48% |
$3.31K - $6.16K
|
10
$387
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 7.71% |
$2.44K - $4.54K
|
838
$32.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51- 20.32% |
$1.77K - $3.31K
|
200
$7.74K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-42- 89.36% |
$1.46K - $2.72K
|
5
$194
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.36% |
$348 - $649
|
2.75K
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 20.0% |
$209 - $389
|
24
$929
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-4- 25.0% |
$139 - $259
|
12
$465
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 1.3% |
$139 - $259
|
303
$11.7K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-33.5K- 39.16% |
$1.54M - $2.97M
|
52.1K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.17K- 44.14% |
$330K - $636K
|
9.07K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-5.2K- 17.57% |
$239K - $462K
|
24.4K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.19K- 12.06% |
$147K - $283K
|
23.2K
$899K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.84K- 73.19% |
$84.6K - $163K
|
673
$26.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-506- 4.5% |
$23.3K - $44.9K
|
10.7K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-261- 5.14% |
$12K - $23.2K
|
4.82K
$187K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-60Closed |
$2.76K - $5.33K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$2.3K - $4.44K
|
15K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 9.29% |
$1.2K - $2.31K
|
254
$9.83K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 66.67% |
$921 - $1.78K
|
10
$387
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.29% |
$690 - $1.33K
|
5.15K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5- 9.8% |
$230 - $444
|
46
$1.78K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.96% |
$46 - $88.8
|
50
$1.94K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-109K- 67.93% |
$4.12M - $9.2M
|
51.4K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-108K- 32.83% |
$4.09M - $9.14M
|
221K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-107K- 90.24% |
$4.06M - $9.08M
|
11.6K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-91.8K- 73.68% |
$3.47M - $7.75M
|
32.8K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 5.67% |
$999K - $2.23M
|
440K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-25.9KClosed |
$977K - $2.19M
|
0
$0
|
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-7.76KClosed |
$293K - $656K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2K- 10.0% |
$75.6K - $169K
|
18K
$697K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
CALL |
-1K- 83.33% |
$37.8K - $84.5K
|
200
$7.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1K- 14.27% |
$37.8K - $84.5K
|
6.01K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-517- 59.77% |
$19.5K - $43.7K
|
348
$13.5K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-275- 91.67% |
$10.4K - $23.2K
|
25
$968
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-257- 11.84% |
$9.71K - $21.7K
|
1.91K
$74.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-189- 3.63% |
$7.14K - $16K
|
5.01K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 87.38% |
$7.06K - $15.8K
|
27
$1.05K
|
|