Purchases and Sales Made in Q4 2024 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 2024. The information is specifically focused on institutions that hold shares of Upstart Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
29.7K+ 1.63% |
$1.12M - $2.51M
|
1.85M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28KNew |
$1.06M - $2.36M
|
28K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26.7KNew |
$1.01M - $2.26M
|
26.7K
$1.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
24.2KNew |
$912K - $2.04M
|
24.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
23.7KNew |
$896K - $2M
|
23.7K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 38.62% |
$881K - $1.97M
|
83.7K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
22.9K+ 274.74% |
$867K - $1.94M
|
31.3K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.2KNew |
$801K - $1.79M
|
21.2K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.3KNew |
$767K - $1.71M
|
20.3K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.2K+ 2.15% |
$765K - $1.71M
|
961K
$64.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
19.9K+ 84.91% |
$753K - $1.68M
|
43.4K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.9KNew |
$752K - $1.68M
|
19.9K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19K+ 885.86% |
$720K - $1.61M
|
21.2K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
16.9KNew |
$639K - $1.43M
|
16.9K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
16.6KNew |
$629K - $1.41M
|
16.6K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$623K - $1.39M
|
16.5K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
16.2KNew |
$613K - $1.37M
|
16.2K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.9KNew |
$601K - $1.34M
|
15.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
15.4KNew |
$583K - $1.3M
|
15.4K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
15KNew |
$567K - $1.27M
|
15K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$548K - $1.22M
|
14.5K
$967K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 2.22% |
$538K - $1.2M
|
657K
$43.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 26.58% |
$482K - $1.08M
|
60.8K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4K+ 186.67% |
$468K - $1.05M
|
19K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.2K+ 31.25% |
$459K - $1.03M
|
51K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12K+ 123.37% |
$453K - $1.01M
|
21.7K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.7KNew |
$441K - $986K
|
11.7K
$778K
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
11.5KNew |
$434K - $969K
|
11.5K
$765K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
10.4KNew |
$393K - $878K
|
10.4K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.3KNew |
$391K - $873K
|
10.3K
$689K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
9.1KNew |
$344K - $769K
|
9.1K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.16K+ 16.92% |
$308K - $689K
|
56.4K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.07K+ 124.98% |
$305K - $681K
|
14.5K
$968K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.02KNew |
$303K - $677K
|
8.02K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.95KNew |
$300K - $671K
|
7.95K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.9KNew |
$298K - $667K
|
7.9K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
7.56K+ 51.91% |
$286K - $638K
|
22.1K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.53KNew |
$284K - $636K
|
7.53K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.35KNew |
$278K - $621K
|
7.35K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.7KNew |
$253K - $566K
|
6.7K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.69KNew |
$253K - $565K
|
6.69K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.34K+ 24.35% |
$240K - $536K
|
32.4K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.05KNew |
$229K - $511K
|
6.05K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.96KNew |
$225K - $504K
|
5.96K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.4KNew |
$204K - $456K
|
5.4K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.34K+ 89.58% |
$202K - $451K
|
11.3K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.22KNew |
$197K - $441K
|
5.22K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
5.2K+ 21.31% |
$196K - $439K
|
29.6K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.18KNew |
$196K - $437K
|
5.18K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.1KNew |
$193K - $431K
|
5.1K
$340K
|