Stock TransactionsUPSTART HLDGS INC

Total Bought
1,568,898
14 transactions
Total Sold
1,489,373
36 transactions
Net
+79,525
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
FRED ALGER MANAGEMENT, LLC1,246,8391,915,121+668,2820.240.56+0.32buy
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC460,000983,000+523,0000.571.15+0.58buy
DRIEHAUS CAPITAL MANAGEMENT LLC458,227708,450+250,2230.160.36+0.20buy
Hidden Lake Asset Management LP78,260161,830+83,5701.724.48+2.76buy
IFG Advisory, LLC020,000+20,0000.000.00-0.00buy
Bristlecone Advisors, LLC6,45414,520+8,0660.020.07+0.05buy
Maxi Investments CY Ltd24,40029,600+5,2000.260.35+0.09buy
Kercheville Advisors, LLC10,00015,050+5,0500.100.36+0.26buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.17,16221,775+4,6130.070.14+0.07buy
Crestline Management, LP9,64010,004+3640.020.02+0.00buy
BAILARD, INC.38,54738,759+2120.040.06+0.02buy
Prime Capital Investment Advisors, LLC9,3749,563+1890.010.01+0.00buy
Elequin Capital, LP267390+1230.000.00+0.00buy
PayPay Securities Corp915+60.030.04+0.01buy
Painted Porch Advisors LLC7660-160.000.00+0.00sell
Cedar Mountain Advisors, LLC150100-500.000.00-0.00sell
OPTIMUM INVESTMENT ADVISORS310210-1000.010.01+0.00sell
Coastal Bridge Advisors, LLC35,68835,588-1000.350.55+0.20sell
Prosperity Wealth Management, Inc.7,1706,965-2050.110.18+0.06sell
Castleview Partners, LLC2,1711,914-2570.050.06+0.01sell
Inspire Advisors, LLC7,4607,197-2630.040.05+0.02sell
Asset Management One Co., Ltd.1,5061,174-3320.000.00+0.00sell
Gemmer Asset Management LLC18,46118,015-4460.070.11+0.04sell
Legacy Capital Group California, Inc.34,18033,704-4760.450.63+0.18sell
Gryphon Financial Partners LLC25,00024,504-4960.140.22+0.08sell
Point72 Asia (Singapore) Pte. Ltd.865348-5170.010.01-0.00sell
Intellectus Partners, LLC7,7007,050-6500.080.10+0.02sell
Synergy Financial Group, LTD6,4445,793-6510.240.30+0.05sell
Tyler-Stone Wealth Management55,53454,834-7000.420.60+0.18sell
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT7,0076,007-1,0000.140.17+0.04sell
Orion Capital Management LLC5,5604,260-1,3000.110.12+0.01sell
SHELTON CAPITAL MANAGEMENT20,00018,000-2,0000.020.03+0.01sell
Marex Group plc10,7467,994-2,7520.010.01-0.00sell
Nebula Research & Development LLC6,0983,259-2,8390.030.02-0.01sell
SteelPeak Wealth, LLC20,70115,637-5,0640.040.04+0.00sell
Summit Financial Strategies, Inc.10,3994,561-5,8380.050.03-0.02sell
Magnetar Financial LLC20,87011,602-9,2680.020.02-0.00sell
Brevan Howard Capital Management LP80,56769,057-11,5100.020.03+0.00sell
TCI Wealth Advisors, Inc.44,75631,195-13,5610.150.16+0.01sell
EMC Capital Management20,0005,100-14,9000.290.18-0.11sell
JACOBS LEVY EQUITY MANAGEMENT, INC47,31826,417-20,9010.010.01-0.00sell
WMG Financial Advisors, LLC44,10721,212-22,8950.800.56-0.23sell
Entropy Technologies, LP27,7744,617-23,1570.120.03-0.09sell
Compound Planning, Inc.58,74312,333-46,4100.150.04-0.11sell
Capital Advantage, Inc.119,12111,625-107,4960.910.13-0.78sell
Azora Capital LP329,755221,480-108,2750.710.61-0.10sell
TWINBEECH CAPITAL LP160,34851,425-108,9230.120.05-0.07sell
Liontrust Investment Partners LLP290,00063,566-226,4340.100.06-0.04sell
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC233,2585,554-227,7040.020.03+0.01sell
COATUE MANAGEMENT LLC870,947349,060-521,8870.130.07-0.06sell
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