Stock Transactions — UPSTART HLDGS INC

Total Bought
14,817,268
198 transactions
Total Sold
12,443,429
200 transactions
Net
+2,373,839
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
Slate Path Capital LP02,731,974+2,731,9740.002.15+2.15buy
Marex Group plc182,7401,304,483+1,121,7430.220.82+0.60buy
PRICE T ROWE ASSOCIATES INC /MD/70,512991,433+920,9210.000.01+0.00buy
Jericho Capital Asset Management L.P.3,653,8354,480,809+826,9743.152.37-0.78buy
JANE STREET GROUP, LLC161,234974,697+813,4630.020.06+0.04buy
WELLS FARGO & COMPANY/MN364,190846,246+482,0560.010.01+0.00buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC539,771970,306+430,5350.130.17+0.04buy
MARSHALL WACE, LLP111,152490,581+379,4290.010.03+0.02buy
Tidal Investments LLC629,2851,000,638+371,3530.270.22-0.05buy
TUDOR INVESTMENT CORP ET AL0370,901+370,9010.000.12+0.12buy
Optiver Holding B.V.9,266367,534+358,2680.020.30+0.29buy
Squarepoint Ops LLC1,011,1671,356,294+345,1270.140.15+0.00buy
MILLENNIUM MANAGEMENT LLC127,335456,251+328,9160.010.02+0.01buy
CITADEL ADVISORS LLC18,976296,158+277,1820.000.01+0.01buy
GOLDMAN SACHS GROUP INC1,315,6311,589,648+274,0170.010.01-0.00buy
Connor, Clark & Lunn Investment Management Ltd.739,261971,856+232,5950.170.16-0.01buy
Jump Financial, LLC238,972470,791+231,8190.200.36+0.16buy
GC Wealth Management RIA, LLC12,243230,072+217,8290.060.38+0.32buy
Annex Advisory Services, LLC0207,094+207,0940.000.22+0.22buy
Halter Ferguson Financial Inc.0205,406+205,4060.002.53+2.53buy
Bank of New York Mellon Corp0200,000+200,0000.000.00+0.00buy
CITIGROUP INC350,823550,138+199,3150.020.02+0.00buy
Qube Research & Technologies Ltd370,004567,873+197,8690.030.04+0.01buy
BALYASNY ASSET MANAGEMENT L.P.105,001287,764+182,7630.020.03+0.01buy
IMC-Chicago, LLC0178,363+178,3630.000.16+0.16buy
Virtu Financial LLC0170,211+170,2110.000.48+0.48buy
KADENSA CAPITAL Ltd294,031455,150+161,1193.032.38-0.65buy
BARCLAYS PLC583,871719,410+135,5390.010.01-0.00buy
Quantbot Technologies LP12,630147,316+134,6860.020.20+0.18buy
WELLINGTON MANAGEMENT GROUP LLP0127,523+127,5230.000.00+0.00buy
SG Americas Securities, LLC83,766207,422+123,6560.020.04+0.01buy
Walleye Trading LLC973110,692+109,7190.000.09+0.09buy
NORDEA INVESTMENT MANAGEMENT AB098,393+98,3930.000.00+0.00buy
BlackRock, Inc.6,768,5796,856,038+87,4590.010.01-0.00buy
Bank Julius Baer & Co. Ltd, Zurich3,27188,599+85,3280.000.01+0.01buy
Erste Asset Management GmbH083,400+83,4000.000.05+0.05buy
Engineers Gate Manager LP073,513+73,5130.000.04+0.04buy
BANK OF MONTREAL /CAN/15,93188,001+72,0700.000.00+0.00buy
Liontrust Investment Partners LLP91,612162,680+71,0680.080.12+0.04buy
BANK OF NOVA SCOTIA44,789109,588+64,7990.010.01+0.00buy
Neo Ivy Capital Management063,356+63,3560.000.78+0.78buy
Bridgewater Associates, LP061,972+61,9720.000.01+0.01buy
Walleye Capital LLC061,507+61,5070.000.03+0.03buy
HRT FINANCIAL LP056,300+56,3000.000.01+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC690,122741,430+51,3080.010.01-0.00buy
LPL Financial LLC74,977111,556+36,5790.000.00+0.00buy
FULLER & THALER ASSET MANAGEMENT, INC.1,012,1141,046,143+34,0290.240.18-0.06buy
Edgestream Partners, L.P.56,45989,836+33,3770.100.13+0.03buy
GEODE CAPITAL MANAGEMENT, LLC2,009,1162,041,781+32,6650.010.01-0.00buy
NOMURA HOLDINGS INC3,86335,774+31,9110.000.01+0.01buy
Falcon Wealth Planning031,361+31,3610.000.14+0.14buy
Simplicity Wealth,LLC027,967+27,9670.000.08+0.08buy
DIMENSIONAL FUND ADVISORS LP32,38457,761+25,3770.000.00+0.00buy
Weiss Asset Management LP024,170+24,1700.000.02+0.02buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC021,943+21,9430.000.08+0.08buy
ROYAL BANK OF CANADA17,00238,093+21,0910.000.00+0.00buy
Ardmore Road Asset Management LP020,000+20,0000.000.07+0.07buy
Caitong International Asset Management Co., Ltd019,633+19,6330.000.69+0.69buy
SummitTX Capital, L.P.018,471+18,4710.000.04+0.04buy
GROUP ONE TRADING LLC24,95943,222+18,2630.050.07+0.01buy
Intellectus Partners, LLC7,46225,450+17,9880.100.25+0.15buy
OLD MISSION CAPITAL LLC017,255+17,2550.000.03+0.03buy
AlphaQuest LLC015,897+15,8970.000.05+0.05buy
Bank of New York Mellon Corp257,322272,784+15,4620.000.00-0.00buy
HSBC HOLDINGS PLC214,202228,530+14,3280.010.01-0.00buy
CSS LLC/IL014,298+14,2980.000.04+0.04buy
OSAIC HOLDINGS, INC.28,26941,434+13,1650.000.00+0.00buy
HRT FINANCIAL LP88,599100,797+12,1980.030.02-0.01buy
PEAK6 LLC012,151+12,1510.000.02+0.02buy
MML INVESTORS SERVICES, LLC42,51854,616+12,0980.010.01-0.00buy
PRUDENTIAL FINANCIAL INC89,675101,695+12,0200.010.01-0.00buy
XTX Topco Ltd010,474+10,4740.000.03+0.03buy
Firsthand Capital Management, Inc.010,000+10,0000.000.85+0.85buy
VAN ECK ASSOCIATES CORP09,884+9,8840.000.00+0.00buy
Trexquant Investment LP45,14354,755+9,6120.030.03-0.00buy
AMI ASSET MANAGEMENT CORP09,096+9,0960.000.03+0.03buy
Hillsdale Investment Management Inc.89,44098,410+8,9700.210.15-0.06buy
NEW YORK LIFE INVESTMENT MANAGEMENT LLC08,487+8,4870.000.00+0.00buy
Creative Planning19,58127,955+8,3740.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV24,05531,962+7,9070.000.00-0.00buy
Anson Funds Management LP07,829+7,8290.000.04+0.04buy
PFG Investments, LLC07,800+7,8000.000.02+0.02buy
Phoenix Financial Ltd.07,752+7,7520.000.00+0.00buy
Graham Capital Management, L.P.07,677+7,6770.000.01+0.01buy
COMMONWEALTH EQUITY SERVICES, LLC58,23365,298+7,0650.000.00-0.00buy
TWO SIGMA SECURITIES, LLC06,948+6,9480.000.05+0.05buy
Russell Investments Group, Ltd.8,03714,878+6,8410.000.00+0.00buy
OXFORD ASSET MANAGEMENT LLP06,755+6,7550.000.11+0.11buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM76,36883,029+6,6610.010.00-0.00buy
Entropy Technologies, LP06,370+6,3700.000.02+0.02buy
HUB Investment Partners, LLC06,252+6,2520.000.01+0.01buy
Counterpoint Mutual Funds LLC05,737+5,7370.000.02+0.02buy
Vontobel Holding Ltd.5,26210,990+5,7280.000.00+0.00buy
Federation des caisses Desjardins du Quebec2,2957,802+5,5070.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC535,382+5,3290.000.00+0.00buy
Gerber Kawasaki Wealth & Investment Management05,323+5,3230.000.01+0.01buy
UBS Group AG820,062825,348+5,2860.010.01-0.00buy
Portman Square Capital LLP4,2139,100+4,8870.030.06+0.03buy
INCEPTIONR LLC5,35010,218+4,8680.080.13+0.05buy
Larson Financial Group LLC3545,042+4,6880.000.01+0.01buy
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