Stock TransactionsUPSTART HLDGS INC

Total Bought
1,612,776
27 transactions
Total Sold
663,344
20 transactions
Net
+949,432
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
COATUE MANAGEMENT LLC349,060870,947+521,8870.070.18+0.10buy
DRIEHAUS CAPITAL MANAGEMENT LLC708,4501,215,237+506,7870.360.54+0.18buy
FULLER & THALER ASSET MANAGEMENT, INC.709,705907,581+197,8760.170.16-0.00buy
Magnetar Financial LLC11,602121,701+110,0990.020.07+0.06buy
Liontrust Investment Partners LLP63,566161,402+97,8360.060.12+0.06buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.21,77570,117+48,3420.140.29+0.15buy
FOX RUN MANAGEMENT, L.L.C.5,17649,684+44,5080.060.35+0.30buy
Bayesian Capital Management, LP19,90038,100+18,2000.150.29+0.14buy
ZACKS INVESTMENT MANAGEMENT26,74238,948+12,2060.020.02+0.00buy
Blueshift Asset Management, LLC3,38913,814+10,4250.080.25+0.18buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5,55412,630+7,0760.030.05+0.02buy
TCI Wealth Advisors, Inc.31,19537,590+6,3950.160.14-0.02buy
Hillsdale Investment Management Inc.62,60068,300+5,7000.190.16-0.04buy
Nebula Research & Development LLC3,2598,940+5,6810.020.04+0.01buy
Counterpoint Mutual Funds LLC10,33915,557+5,2180.080.10+0.02buy
Bayforest Capital Ltd5,9639,081+3,1180.460.18-0.28buy
Coastal Bridge Advisors, LLC35,58838,388+2,8000.550.25-0.30buy
Rakuten Securities, Inc.4962,888+2,3920.010.07+0.06buy
JENNISON ASSOCIATES LLC9,09911,177+2,0780.000.00+0.00buy
CTC LLC24,15125,381+1,2300.000.00-0.00buy
Asset Management One Co., Ltd.1,1742,010+8360.000.00+0.00buy
Symmetry Partners, LLC5,1005,677+5770.040.04-0.01buy
Independent Advisor Alliance4,9425,425+4830.000.01+0.00buy
Inspire Advisors, LLC7,1977,616+4190.050.04-0.01buy
OPTIMUM INVESTMENT ADVISORS210510+3000.010.01+0.01buy
Bank Julius Baer & Co. Ltd, Zurich1,6051,771+1660.000.00-0.00buy
Gemmer Asset Management LLC18,01518,156+1410.110.08-0.03buy
Gordian Capital Singapore Pte Ltd8180-10.000.00-0.00sell
PayPay Securities Corp1513-20.040.04-0.00sell
Tradition Wealth Management, LLC4,7184,713-50.030.02-0.01sell
Kercheville Advisors, LLC15,05015,000-500.360.28-0.08sell
Intellectus Partners, LLC7,0506,850-2000.100.08-0.02sell
Banco Santander, S.A.15,00014,000-1,0000.010.01-0.00sell
PRAKASH INVESTMENT ADVISORS LLC11,47510,425-1,0500.700.53-0.17sell
Marex Group plc7,9946,855-1,1390.010.01-0.00sell
Orion Capital Management LLC4,2602,760-1,5000.120.05-0.06sell
BI Asset Management Fondsmaeglerselskab A/S2,510673-1,8370.000.00-0.00sell
WMG Financial Advisors, LLC21,21219,162-2,0500.560.38-0.19sell
Versor Investments LP10,4007,794-2,6060.110.06-0.05sell
Left Brain Wealth Management, LLC11,6708,170-3,5000.270.16-0.11sell
Gryphon Financial Partners LLC24,50419,721-4,7830.220.13-0.08sell
Maxi Investments CY Ltd29,60024,400-5,2000.350.22-0.13sell
AIGEN INVESTMENT MANAGEMENT, LP16,2349,069-7,1650.180.07-0.11sell
Informed Momentum Co LLC85,55652,053-33,5030.750.41-0.33sell
Hidden Lake Asset Management LP161,83027,062-134,7686.801.23-5.57sell
FRED ALGER MANAGEMENT, LLC1,915,1211,764,136-150,9850.560.46-0.10sell
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC983,000671,000-312,0001.150.79-0.36sell
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