Stock Transactions — UPSTART HLDGS INC

Total Bought
12,433,926
163 transactions
Total Sold
21,380,398
190 transactions
Net
-8,946,472
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
MARSHALL WACE, LLP551,1683,280,110+2,728,9420.020.09+0.07buy
Halter Ferguson Financial Inc.415,3211,467,360+1,052,0394.008.32+4.32buy
COATUE MANAGEMENT LLC0870,947+870,9470.000.08+0.08buy
BALYASNY ASSET MANAGEMENT L.P.19,712869,416+849,7040.000.04+0.04buy
DIMENSIONAL FUND ADVISORS LP278,5901,022,780+744,1900.000.01+0.00buy
JANE STREET GROUP, LLC188,484740,823+552,3390.010.02+0.01buy
Squarepoint Ops LLC0531,387+531,3870.000.03+0.03buy
MILLENNIUM MANAGEMENT LLC218,753668,064+449,3110.010.01+0.01buy
BARCLAYS PLC864,1021,272,286+408,1840.020.01-0.00buy
Point72 Asset Management, L.P.370,179756,060+385,8810.030.03+0.01buy
BAILLIE GIFFORD & CO758,9291,108,295+349,3660.030.03+0.00buy
BlackRock, Inc.7,088,7607,403,079+314,3190.010.00-0.00buy
CITIGROUP INC563,645806,341+242,6960.020.01-0.00buy
UBS Group AG642,137881,867+239,7300.010.00-0.00buy
Trexquant Investment LP0226,197+226,1970.000.04+0.04buy
CAPITAL FUND MANAGEMENT S.A.671,345846,779+175,4340.280.19-0.08buy
BNP PARIBAS FINANCIAL MARKETS60,062216,523+156,4610.000.00+0.00buy
PEAK6 LLC87,617242,030+154,4130.100.18+0.07buy
Holocene Advisors, LP9,042134,934+125,8920.000.01+0.01buy
GC Wealth Management RIA, LLC249,474344,646+95,1720.400.37-0.03buy
HRT FINANCIAL LP083,447+83,4470.000.01+0.01buy
Headlands Technologies LLC079,501+79,5010.000.23+0.23buy
HSBC HOLDINGS PLC210,145288,044+77,8990.010.00-0.00buy
CONGRESS ASSET MANAGEMENT CO076,407+76,4070.000.01+0.01buy
WINTON GROUP Ltd075,900+75,9000.000.07+0.07buy
Brevan Howard Capital Management LP069,342+69,3420.000.02+0.02buy
KADENSA CAPITAL Ltd520,986589,871+68,8852.372.11-0.26buy
Banco Santander, S.A.40,523109,300+68,7770.010.02+0.01buy
ALGERT GLOBAL LLC19,78781,800+62,0130.010.03+0.02buy
GEODE CAPITAL MANAGEMENT, LLC2,068,5152,124,078+55,5630.010.00-0.00buy
FIRST TRUST ADVISORS LP318,547373,455+54,9080.010.01-0.00buy
HRT FINANCIAL LP052,600+52,6000.000.00+0.00buy
STATE STREET CORP2,001,0532,053,086+52,0330.000.00-0.00buy
GMT CAPITAL CORP042,000+42,0000.000.05+0.05buy
Qube Research & Technologies Ltd128,199167,379+39,1800.010.01-0.00buy
GSA CAPITAL PARTNERS LLP6,84044,760+37,9200.030.07+0.05buy
TWO SIGMA INVESTMENTS, LP035,991+35,9910.000.00+0.00buy
Quantbot Technologies LP70,310106,086+35,7760.100.11+0.01buy
Man Group plc70,235100,192+29,9570.010.01-0.00buy
Engineers Gate Manager LP20,11048,714+28,6040.010.02+0.01buy
ALLSTATE CORP026,700+26,7000.000.01+0.01buy
AQR CAPITAL MANAGEMENT LLC60,30986,669+26,3600.000.00-0.00buy
Bridgefront Capital, LLC025,038+25,0380.000.16+0.16buy
Jain Global LLC024,542+24,5420.000.01+0.01buy
Quantinno Capital Management LP79,368103,860+24,4920.010.00-0.00buy
JONES FINANCIAL COMPANIES LLLP14,00938,276+24,2670.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC157,432178,984+21,5520.000.00-0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH50,38270,797+20,4150.000.00-0.00buy
Brooklyn Investment Group020,339+20,3390.000.02+0.02buy
Gator Capital Management, LLC020,000+20,0000.000.11+0.11buy
Jefferies Financial Group Inc.16,53136,143+19,6120.010.01+0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM83,018100,693+17,6750.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/80,37997,604+17,2250.000.00-0.00buy
Invesco Ltd.90,987107,290+16,3030.000.00-0.00buy
Caption Management, LLC15,00030,000+15,0000.030.04+0.01buy
Entropy Technologies, LP014,958+14,9580.000.02+0.02buy
Catalyst Funds Management Pty Ltd014,800+14,8000.000.06+0.06buy
NORTHERN TRUST CORP744,186758,887+14,7010.000.00-0.00buy
TUDOR INVESTMENT CORP ET AL013,507+13,5070.000.00+0.00buy
Equitable Holdings, Inc.013,000+13,0000.000.00+0.00buy
Mariner, LLC25,01436,899+11,8850.000.00-0.00buy
Centiva Capital, LP15,18726,180+10,9930.040.03-0.01buy
Altshuler Shaham Ltd27,00037,800+10,8000.020.02-0.00buy
Kercheville Advisors, LLC5,00015,000+10,0000.060.12+0.06buy
Kera Capital Partners, Inc.13,51522,947+9,4320.070.07+0.01buy
nVerses Capital, LLC09,383+9,3830.000.22+0.22buy
Galvin, Gaustad & Stein, LLC09,217+9,2170.000.02+0.02buy
AIGEN INVESTMENT MANAGEMENT, LP7,48516,471+8,9860.080.11+0.03buy
BANK OF NOVA SCOTIA141,558150,475+8,9170.010.01-0.00buy
Creative Planning45,39053,914+8,5240.000.00-0.00buy
PRUDENTIAL FINANCIAL INC5,34513,630+8,2850.000.00+0.00buy
WMG Financial Advisors, LLC17,46225,727+8,2650.310.28-0.04buy
IMC-Chicago, LLC46,71454,840+8,1260.040.02-0.01buy
Prospera Financial Services Inc7,88015,978+8,0980.010.01+0.00buy
EP Wealth Advisors, LLC07,879+7,8790.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD11,10018,300+7,2000.000.00-0.00buy
DEUTSCHE BANK AG\74,00380,987+6,9840.000.00-0.00buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20,30426,059+5,7550.060.05-0.01buy
Janney Montgomery Scott LLC13,11118,643+5,5320.000.00-0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)30,21135,711+5,5000.000.00-0.00buy
NATIXIS ADVISORS, LLC18,98424,119+5,1350.000.00-0.00buy
FIFTH THIRD BANCORP6004,957+4,3570.000.00+0.00buy
TCI Wealth Advisors, Inc.44,38948,389+4,0000.110.07-0.04buy
STATE OF WISCONSIN INVESTMENT BOARD4,6988,559+3,8610.000.00+0.00buy
Phoenix Financial Ltd.8,48212,312+3,8300.000.00-0.00buy
Vontobel Holding Ltd.21,25524,935+3,6800.000.00-0.00buy
Caitong International Asset Management Co., Ltd2,8756,325+3,4500.030.03-0.00buy
ACADIAN ASSET MANAGEMENT LLC03,399+3,3990.000.00+0.00buy
Graham Capital Management, L.P.9,23012,617+3,3870.010.01-0.00buy
JANUS HENDERSON GROUP PLC21,48124,722+3,2410.000.00-0.00buy
HUB Investment Partners, LLC5,0027,838+2,8360.010.00-0.00buy
FMR LLC12,00214,736+2,7340.000.00-0.00buy
Portman Square Capital LLP9,10011,810+2,7100.070.05-0.02buy
TWIN PEAKS WEALTH ADVISORS, LLC02,605+2,6050.000.02+0.02buy
Vanguard Personalized Indexing Management, LLC12,33914,939+2,6000.010.00-0.00buy
Swiss National Bank170,800173,200+2,4000.000.00-0.00buy
Bank Julius Baer & Co. Ltd, Zurich81,58783,941+2,3540.010.01-0.00buy
Kemnay Advisory Services Inc.2062,359+2,1530.000.01+0.01buy
Inspire Advisors, LLC7,7429,850+2,1080.030.02-0.01buy
HOLLENCREST CAPITAL MANAGEMENT02,000+2,0000.000.00+0.00buy
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