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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-17- 29.82% |
$395 - $660
|
40
$2.67K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-17- 40.48% |
$395 - $660
|
25
$1.67K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 6.49% |
$116 - $194
|
72
$4.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-61.6K- 59.29% |
$1.29M - $2.91M
|
42.3K
$2.82M
|
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
PUT |
-50KClosed |
$1.04M - $2.37M
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.36K- 26.65% |
$195K - $443K
|
25.8K
$1.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.35K- 45.85% |
$174K - $395K
|
9.86K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8K- 10.0% |
$167K - $378K
|
72K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
PUT |
-1.95K- 59.09% |
$40.7K - $92.3K
|
1.35K
$90K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.23K- 23.73% |
$25.7K - $58.3K
|
3.96K
$264K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-600- 27.27% |
$12.5K - $28.4K
|
1.6K
$107K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-430- 6.03% |
$8.97K - $20.3K
|
6.71K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 50.0% |
$4.17K - $9.46K
|
200
$13.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 54.81% |
$1.54K - $3.5K
|
61
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 62.82% |
$1.02K - $2.32K
|
29
$1.93K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-75K- 42.86% |
$1.99M - $5.41M
|
100K
$6.67M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.12K- 52.41% |
$29.7K - $80.7K
|
1.02K
$67.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.03K- 99.51% |
$27.2K - $73.9K
|
5
$333
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-579- 94.92% |
$15.4K - $41.7K
|
31
$2.07K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-502- 70.01% |
$13.3K - $36.2K
|
215
$14.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-200- 25.0% |
$5.31K - $14.4K
|
600
$40K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-101K- 51.52% |
$1.22M - $3.8M
|
94.9K
$6.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
SELL
|
- |
-31.6K- 78.26% |
$382K - $1.19M
|
8.77K
$585K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-31.3K- 99.98% |
$379K - $1.18M
|
5
$333
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-6.81K- 13.79% |
$82.4K - $257K
|
42.6K
$2.84M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.4K- 1.11% |
$53.2K - $166K
|
393K
$26.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 21.65% |
$35.2K - $110K
|
10.5K
$702K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-2K- 50.0% |
$24.2K - $75.4K
|
2K
$133K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-410- 60.03% |
$4.96K - $15.5K
|
273
$18.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11- 57.89% |
$133 - $415
|
8
$533
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-16.9K- 61.02% |
$218K - $404K
|
10.8K
$721K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.09K- 3.01% |
$14K - $25.9K
|
35.1K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-470- 7.95% |
$6.06K - $11.2K
|
5.44K
$363K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-200- 50.0% |
$2.58K - $4.77K
|
200
$13.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 36.23% |
$322 - $596
|
44
$2.93K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-11- 68.75% |
$142 - $262
|
5
$333
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-26.7K- 17.66% |
$327K - $664K
|
124K
$8.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
- |
-5K- 15.43% |
$61.3K - $125K
|
27.4K
$1.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 50.0% |
$1.23K - $2.49K
|
100
$6.67K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 33.33% |
$613 - $1.25K
|
100
$6.67K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 83.33% |
$613 - $1.25K
|
10
$667
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-12Closed |
$147 - $299
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 16.67% |
$61.3 - $125
|
25
$1.67K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 20.0% |
$12.3 - $24.9
|
4
$267
|
|
| Q3 2022 | |||||||
|
Oct 19, 2022
Q3 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-26.7K- 18.86% |
$555K - $969K
|
115K
$7.66M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.78K- 44.07% |
$162K - $282K
|
9.88K
$658K
|
|
|
Dec 09, 2024
Q3 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-7.04KClosed |
$146K - $255K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-2.6KClosed |
$54.1K - $94.3K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-808- 99.51% |
$16.8K - $29.3K
|
4
$267
|
|
|
Nov 08, 2022
Q3 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-700- 5.98% |
$14.6K - $25.4K
|
11K
$733K
|
|