Stock Transactions — UPSTART HLDGS INC

Total Bought
5,675,199
110 transactions
Total Sold
10,259,844
172 transactions
Net
-4,584,645
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,1851,459,041+1,423,8560.000.06+0.06buy
Point72 Asset Management, L.P.0746,645+746,6450.000.06+0.06buy
Catalyst Capital Advisors LLC0410,000+410,0000.000.01+0.01buy
MARSHALL WACE, LLP137,200457,103+319,9030.010.02+0.01buy
JANE STREET GROUP, LLC0275,000+275,0000.000.00+0.00buy
FRED ALGER MANAGEMENT, LLC275,315507,526+232,2110.060.07+0.01buy
Azora Capital LP0210,241+210,2410.000.41+0.41buy
COATUE MANAGEMENT LLC684,792870,947+186,1550.120.09-0.03buy
BARCLAYS PLC421,575570,049+148,4740.010.01-0.00buy
FIRST TRUST ADVISORS LP314,171458,697+144,5260.010.01-0.00buy
CAPITAL FUND MANAGEMENT S.A.0139,154+139,1540.000.05+0.05buy
MORGAN STANLEY2,132,5612,256,367+123,8060.010.00-0.00buy
Connor, Clark & Lunn Investment Management Ltd.60,843176,116+115,2730.010.02+0.01buy
VANGUARD GROUP INC7,013,9187,128,975+115,0570.010.00-0.00buy
Magnetar Financial LLC8,06297,281+89,2190.010.06+0.05buy
Liontrust Investment Partners LLP155,000230,000+75,0000.090.09-0.01buy
Optiver Holding B.V.66,305131,810+65,5050.080.15+0.07buy
TWO SIGMA SECURITIES, LLC063,687+63,6870.000.08+0.08buy
GEODE CAPITAL MANAGEMENT, LLC1,603,4641,667,029+63,5650.010.00-0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM20,57679,922+59,3460.000.00+0.00buy
Edgestream Partners, L.P.30,28082,737+52,4570.090.11+0.02buy
Entropy Technologies, LP050,501+50,5010.000.14+0.14buy
Eschler Asset Management LLP050,000+50,0000.000.87+0.87buy
UBS Group AG83,466119,445+35,9790.000.00-0.00buy
Verition Fund Management LLC033,670+33,6700.000.01+0.01buy
STATE STREET CORP1,835,4691,868,180+32,7110.000.00-0.00buy
Headlands Technologies LLC5,17936,181+31,0020.060.23+0.17buy
HARBOR CAPITAL ADVISORS, INC.029,198+29,1980.000.10+0.10buy
Cubist Systematic Strategies, LLC11,66439,981+28,3170.010.01+0.01buy
Walleye Trading LLC027,701+27,7010.000.01+0.01buy
BALYASNY ASSET MANAGEMENT L.P.20,46346,624+26,1610.000.00+0.00buy
Quantbot Technologies LP024,457+24,4570.000.04+0.04buy
Bank Julius Baer & Co. Ltd, Zurich58,89978,399+19,5000.030.01-0.03buy
HRT FINANCIAL LP12,60027,400+14,8000.000.00+0.00buy
Cetera Investment Advisers7,14820,723+13,5750.000.00-0.00buy
CTC LLC37,73749,697+11,9600.020.02+0.01buy
HRT FINANCIAL LP011,189+11,1890.000.00+0.00buy
Marathon Trading Investment Management LLC011,000+11,0000.000.12+0.12buy
FIDUCIENT ADVISORS LLC011,000+11,0000.000.06+0.06buy
XTX Topco Ltd010,663+10,6630.000.04+0.04buy
WOLVERINE TRADING, LLC8,50918,764+10,2550.000.01+0.00buy
Cresset Asset Management, LLC09,973+9,9730.000.00+0.00buy
Quantinno Capital Management LP09,715+9,7150.000.01+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC573,176582,602+9,4260.010.00-0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC08,438+8,4380.000.00+0.00buy
WEDBUSH SECURITIES INC5,40413,605+8,2010.010.01+0.00buy
Graham Capital Management, L.P.07,808+7,8080.000.01+0.01buy
WELLS FARGO & COMPANY/MN42,75750,560+7,8030.000.00-0.00buy
LPL Financial LLC58,69065,010+6,3200.000.00-0.00buy
TCI Wealth Advisors, Inc.33,88339,971+6,0880.150.11-0.04buy
Brevan Howard Capital Management LP15,96821,066+5,0980.070.05-0.01buy
US BANCORP \DE\3,8688,530+4,6620.000.00+0.00buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC1,014,3651,018,527+4,1620.160.10-0.06buy
Newbridge Financial Services Group, Inc.4,7518,689+3,9380.090.10+0.01buy
RHUMBLINE ADVISERS103,023106,311+3,2880.000.00-0.00buy
Handelsbanken Fonder AB12,00014,900+2,9000.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/39,58042,350+2,7700.000.00-0.00buy
Cambridge Investment Research Advisors, Inc.29,87332,430+2,5570.010.00-0.00buy
Apollon Wealth Management, LLC12,59014,853+2,2630.020.01-0.01buy
Swiss National Bank140,500142,700+2,2000.000.00-0.00buy
Private Advisor Group, LLC15,78717,936+2,1490.010.00-0.00buy
Manchester Capital Management LLC35,39337,325+1,9320.190.12-0.07buy
PRINCIPAL FINANCIAL GROUP INC8,4509,983+1,5330.000.00-0.00buy
Orion Capital Management LLC5,7007,200+1,5000.140.10-0.03buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE39,86241,325+1,4630.000.00+0.00buy
COMERICA BANK9482,313+1,3650.000.00+0.00buy
ProShare Advisors LLC12,12313,342+1,2190.000.00-0.00buy
Steward Partners Investment Advisory, LLC5191,704+1,1850.000.00+0.00buy
Summit Financial Strategies, Inc.6,7807,916+1,1360.040.03-0.01buy
DIMENSIONAL FUND ADVISORS LP25,01526,037+1,0220.000.00-0.00buy
Mariner, LLC41,59542,601+1,0060.000.00-0.00buy
Asset Management One Co., Ltd.1,3342,310+9760.000.00+0.00buy
Inspire Advisors, LLC15,25316,143+8900.090.06-0.03buy
Creative Planning26,80527,651+8460.000.00-0.00buy
Legal & General Group Plc71,56272,349+7870.000.00-0.00buy
Gemmer Asset Management LLC8,1268,792+6660.040.03-0.01buy
FIDELIS CAPITAL PARTNERS, LLC0630+6300.000.04+0.04buy
EMC Capital Management3,7004,300+6000.100.07-0.04buy
NATIONAL BANK OF CANADA /FI/4,9305,450+5200.000.00-0.00buy
AlphaQuest LLC88568+4800.000.00+0.00buy
Plante Moran Financial Advisors, LLC0470+4700.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.1,4781,947+4690.000.00-0.00buy
LAZARD ASSET MANAGEMENT LLC0241+2410.000.00+0.00buy
Pathstone Holdings, LLC395,545395,765+2200.090.05-0.04buy
YHB Investment Advisors, Inc.0200+2000.000.00+0.00buy
AMERICAN INTERNATIONAL GROUP, INC.36,40636,599+1930.010.00-0.00buy
Farther Finance Advisors, LLC1,1251,297+1720.000.00-0.00buy
Parallel Advisors, LLC1,0931,247+1540.000.00-0.00buy
T. Rowe Price Investment Management, Inc.0151+1510.000.00+0.00buy
CIBC Private Wealth Group LLC0100+1000.000.00+0.00buy
MACROVIEW INVESTMENT MANAGEMENT LLC0100+1000.000.00+0.00buy
Larson Financial Group LLC155255+1000.000.00-0.00buy
Miracle Mile Advisors, LLC40,30540,370+650.050.03-0.02buy
Marquette Asset Management, LLC050+500.000.00+0.00buy
Venturi Wealth Management, LLC81124+430.000.00-0.00buy
PayPay Securities Corp80116+360.160.16-0.01buy
MONTAG A & ASSOCIATES INC034+340.000.00+0.00buy
LifeSteps Financial, Inc.027+270.000.00+0.00buy
Allworth Financial LP181206+250.000.00-0.00buy
HIGHLINE WEALTH PARTNERS LLC023+230.000.00+0.00buy
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