Purchases and Sales Made in Q4 2025 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
878K+ 423.5% |
$32.8M - $46.5M
|
1.09M
$42M
|
|
|
Jan 23, 2026
Q4 2025
|
Baillie Gifford & CO
|
BUY
|
- |
759KNew |
$28.3M - $40.1M
|
759K
$29.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
238KNew |
$8.88M - $12.6M
|
238K
$9.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.96KNew |
$222K - $315K
|
5.96K
$231K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
2.04KNew |
$76.1K - $108K
|
2.04K
$79K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.85KNew |
$69K - $97.9K
|
1.85K
$71.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.47K+ 14710.0% |
$54.9K - $77.8K
|
1.48K
$57.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Financial Solutions, Inc.
Reston, VA |
BUY
|
- |
1.43K+ 10.12% |
$53.1K - $75.4K
|
15.5K
$601K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
428+ 53.84% |
$16K - $22.6K
|
1.22K
$47.4K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
208+ 12.97% |
$7.76K - $11K
|
1.81K
$70.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$7.46K - $10.6K
|
200
$7.74K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
126+ 1.29% |
$4.7K - $6.66K
|
9.87K
$382K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
48New |
$1.79K - $2.54K
|
48
$1.86K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 12.0% |
$895 - $1.27K
|
224
$8.67K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$447 - $635
|
12
$465
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$186 - $264
|
5
$194
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5+ 33.33% |
$186 - $264
|
20
$774
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2- 1.02% |
$74.6 - $106
|
195
$7.55K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 66.67% |
$74.6 - $106
|
1
$38.7
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 13.7% |
$373 - $529
|
63
$2.44K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-13- 32.5% |
$485 - $687
|
27
$1.05K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-13- 15.85% |
$485 - $687
|
69
$2.67K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 13.85% |
$671 - $952
|
112
$4.34K
|
|
|
Jan 23, 2026
Q4 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-99- 1.09% |
$3.69K - $5.24K
|
9K
$348K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-317- 15.51% |
$11.8K - $16.8K
|
1.73K
$66.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 15.25% |
$16.8K - $23.8K
|
2.5K
$96.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-518- 56.0% |
$19.3K - $27.4K
|
407
$15.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1K- 9.31% |
$37.3K - $52.9K
|
9.75K
$377K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.5K- 5.86% |
$55.7K - $79.1K
|
24K
$930K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62K- 21.72% |
$60.3K - $85.6K
|
5.83K
$226K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.13K- 18.45% |
$79.5K - $113K
|
9.42K
$365K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5K- 97.09% |
$186K - $264K
|
150
$5.81K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-8.84K- 34.57% |
$330K - $468K
|
16.7K
$648K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-10.5K- 10.62% |
$390K - $553K
|
87.9K
$3.41M
|
|