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 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
699+ 256.99% |
$26.4K - $59K
|
971
$64.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
678+ 13.32% |
$25.6K - $57.3K
|
5.77K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
633+ 8.35% |
$23.9K - $53.5K
|
8.22K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
552+ 2.57% |
$20.9K - $46.6K
|
22.1K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
518New |
$19.6K - $43.8K
|
518
$34.5K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
503+ 0.71% |
$19K - $42.5K
|
71.3K
$4.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
496New |
$18.7K - $41.9K
|
496
$33.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
486+ 49.14% |
$18.4K - $41K
|
1.48K
$98.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
467+ 17.82% |
$17.6K - $39.4K
|
3.09K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
375+ 31.25% |
$14.2K - $31.7K
|
1.58K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
370New |
$14K - $31.3K
|
370
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
364+ 3.78% |
$13.8K - $30.7K
|
10K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$13.2K - $29.6K
|
350
$23.3K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
275+ 1100.0% |
$10.4K - $23.2K
|
300
$20K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
224+ 19.93% |
$8.46K - $18.9K
|
1.35K
$89.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224New |
$8.46K - $18.9K
|
224
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
212+ 0.55% |
$8.01K - $17.9K
|
38.8K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
204New |
$7.71K - $17.2K
|
204
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
203New |
$7.67K - $17.1K
|
203
$13.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
189+ 2.02% |
$7.14K - $16K
|
9.56K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172+ 24.23% |
$6.5K - $14.5K
|
882
$58.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
167+ 3.13% |
$6.31K - $14.1K
|
5.51K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
163New |
$6.16K - $13.8K
|
163
$10.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
160+ 2285.71% |
$6.04K - $13.5K
|
167
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
143+ 1.68% |
$5.4K - $12.1K
|
8.66K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
131+ 2.43% |
$4.95K - $11.1K
|
5.53K
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
129New |
$4.87K - $10.9K
|
129
$8.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
123+ 46.07% |
$4.65K - $10.4K
|
390
$26K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
122New |
$4.61K - $10.3K
|
122
$8.13K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
97+ 60.25% |
$3.66K - $8.19K
|
258
$17.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.51K - $7.85K
|
93
$6.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
90New |
$3.4K - $7.6K
|
90
$6K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
88New |
$3.32K - $7.43K
|
88
$5.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
85+ 566.67% |
$3.21K - $7.18K
|
100
$6.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65+ 53.28% |
$2.46K - $5.49K
|
187
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
64+ 1.09% |
$2.42K - $5.41K
|
5.94K
$396K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60New |
$2.27K - $5.07K
|
60
$4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 11.49% |
$1.89K - $4.22K
|
485
$32.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50New |
$1.89K - $4.22K
|
50
$3.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 4600.0% |
$1.74K - $3.89K
|
47
$3.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 5.05% |
$1.7K - $3.8K
|
936
$62.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32+ 0.22% |
$1.21K - $2.7K
|
14.7K
$982K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 18.67% |
$1.17K - $2.62K
|
197
$13.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 14.37% |
$945 - $2.11K
|
199
$13.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$945 - $2.11K
|
25
$1.67K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 5.56% |
$869 - $1.94K
|
437
$29.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21New |
$793 - $1.77K
|
21
$1.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.09% |
$756 - $1.69K
|
22.4K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 6.06% |
$604 - $1.35K
|
280
$18.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.68% |
$567 - $1.27K
|
908
$60.5K
|