Stock TransactionsUPSTART HLDGS INC

Total Bought
928,361
34 transactions
Total Sold
925,972
31 transactions
Net
+2,389
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Marex Group plc6,855182,740+175,8850.010.22+0.22buy
J. Goldman & Co LP5,500170,728+165,2280.010.26+0.26buy
Hidden Lake Asset Management LP27,062187,345+160,2831.235.96+4.73buy
FULLER & THALER ASSET MANAGEMENT, INC.907,5811,012,114+104,5330.160.24+0.08buy
Sepio Capital, LP180,300256,102+75,8020.661.18+0.52buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.70,117142,183+72,0660.290.72+0.43buy
DRIEHAUS CAPITAL MANAGEMENT LLC1,215,2371,271,891+56,6540.540.66+0.12buy
Nebula Research & Development LLC8,94060,689+51,7490.040.33+0.30buy
Hillsdale Investment Management Inc.68,30089,440+21,1400.160.21+0.05buy
Gemmer Asset Management LLC18,15626,013+7,8570.080.15+0.07buy
Versor Investments LP7,79415,480+7,6860.060.18+0.12buy
VIRGINIA RETIREMENT SYSTEMS ET Al16,80022,500+5,7000.010.01+0.00buy
EMC Capital Management5,1008,600+3,5000.140.30+0.16buy
TOTH FINANCIAL ADVISORY CORP2103,360+3,1500.000.03+0.02buy
Jackson Creek Investment Advisors LLC19,04921,961+2,9120.280.38+0.10buy
Altshuler Shaham Ltd10,50013,000+2,5000.010.06+0.05buy
VIRTUS ADVISERS, LLC3,4975,670+2,1730.100.22+0.12buy
Kera Capital Partners, Inc.18,37120,410+2,0390.250.26+0.01buy
Bank Julius Baer & Co. Ltd, Zurich1,7713,271+1,5000.000.00+0.00buy
Gordian Capital Singapore Pte Ltd801,500+1,4200.000.14+0.14buy
Main Management ETF Advisors, LLC41,09741,781+6840.090.11+0.02buy
Intellectus Partners, LLC6,8507,462+6120.080.10+0.03buy
Guided Capital Wealth Management, LLC35,82836,437+6091.381.82+0.44buy
Tradition Wealth Management, LLC4,7135,248+5350.020.03+0.01buy
Synergy Financial Group, LTD5,7936,281+4880.240.30+0.06buy
Garden State Investment Advisory Services LLC4,4014,817+4160.060.08+0.02buy
Symmetry Partners, LLC5,6776,086+4090.040.05+0.01buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC12,63012,929+2990.050.07+0.02buy
JENNISON ASSOCIATES LLC11,17711,382+2050.000.00+0.00buy
Putney Financial Group LLC118248+1300.010.02+0.01buy
Coastal Bridge Advisors, LLC38,38838,467+790.250.20-0.05buy
Inspire Advisors, LLC7,6167,683+670.040.05+0.01buy
Quantitative Investment Management, LLC7,0837,123+400.030.06+0.03buy
Miracle Mile Advisors, LLC40,44040,451+110.040.04+0.01buy
PayPay Securities Corp1311-20.040.03-0.00sell
Fairscale Capital, LLC1612-40.000.00+0.00sell
Orion Capital Management LLC2,7602,750-100.050.07+0.01sell
DecisionPoint Financial, LLC475-420.000.00-0.00sell
PRAKASH INVESTMENT ADVISORS LLC10,42510,375-500.530.53+0.00sell
Asset Management One Co., Ltd.2,0101,943-670.000.00+0.00sell
Perennial Investment Advisors, LLC4,6204,540-800.020.03+0.00sell
BAILARD, INC.38,75938,410-3490.050.06+0.01sell
Royal Fund Management, LLC65,34064,926-4140.360.45+0.09sell
ZACKS INVESTMENT MANAGEMENT38,94838,353-5950.020.02+0.00sell
WMG Financial Advisors, LLC19,16218,512-6500.380.44+0.07sell
Plante Moran Financial Advisors, LLC86915-8540.000.00-0.00sell
Fairbanks Capital Management, Inc.11,80010,800-1,0000.350.40+0.05sell
Blueshift Asset Management, LLC13,81412,273-1,5410.250.24-0.01sell
Left Brain Wealth Management, LLC8,1706,600-1,5700.160.15-0.01sell
Independent Advisor Alliance5,4253,783-1,6420.010.01-0.00sell
Rakuten Securities, Inc.2,8881,231-1,6570.070.03-0.04sell
Prime Capital Investment Advisors, LLC11,4949,592-1,9020.010.01+0.00sell
Portman Square Capital LLP7,1064,213-2,8930.050.03-0.02sell
Arrowpoint Investment Partners (Singapore) Pte. Ltd.25,21421,490-3,7240.542.45+1.91sell
PRELUDE CAPITAL MANAGEMENT, LLC8,4794,465-4,0140.030.03-0.00sell
TCI Wealth Advisors, Inc.37,59033,325-4,2650.140.15+0.01sell
Gryphon Financial Partners LLC19,72112,000-7,7210.130.10-0.03sell
CTC LLC25,38115,115-10,2660.000.00-0.00sell
Tyler-Stone Wealth Management54,83439,634-15,2000.450.41-0.04sell
Edgestream Partners, L.P.74,07756,459-17,6180.120.10-0.01sell
FOX RUN MANAGEMENT, L.L.C.49,68422,208-27,4760.350.24-0.11sell
Liontrust Investment Partners LLP161,40291,612-69,7900.120.08-0.03sell
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC671,000583,000-88,0000.790.95+0.16sell
KADENSA CAPITAL Ltd412,171294,031-118,1402.353.03+0.67sell
FRED ALGER MANAGEMENT, LLC1,764,1361,219,700-544,4360.460.35-0.11sell
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