Stock TransactionsUPSTART HLDGS INC

Total Bought
1,275,932
23 transactions
Total Sold
473,042
32 transactions
Net
+802,890
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Jericho Capital Asset Management L.P.4,480,8095,011,809+531,0002.372.50+0.13buy
Annex Advisory Services, LLC207,094421,373+214,2790.220.35+0.13buy
Halter Ferguson Financial Inc.205,406415,321+209,9152.534.00+1.47buy
Neo Ivy Capital Management63,356140,275+76,9190.780.97+0.18buy
SummitTX Capital, L.P.18,47185,223+66,7520.040.11+0.07buy
KADENSA CAPITAL Ltd455,150520,986+65,8362.382.37-0.02buy
Sepio Capital, LP5,40533,405+28,0000.020.08+0.06buy
Banco Santander, S.A.14,00040,523+26,5230.010.01+0.01buy
GC Wealth Management RIA, LLC230,072249,474+19,4020.380.40+0.02buy
Altshuler Shaham Ltd9,65027,000+17,3500.010.02+0.01buy
TCI Wealth Advisors, Inc.33,32544,389+11,0640.100.11+0.01buy
Fairbanks Capital Management, Inc.10,80012,800+2,0000.300.31+0.01buy
WMG Financial Advisors, LLC15,86217,462+1,6000.270.31+0.05buy
Inspire Advisors, LLC6,3727,742+1,3700.030.03+0.00buy
Intellectus Partners, LLC25,45026,700+1,2500.250.23-0.02buy
EMC Capital Management9,85011,050+1,2000.240.24+0.00buy
Phoenix Financial Ltd.7,7528,482+7300.000.00-0.00buy
Plante Moran Financial Advisors, LLC15436+4210.000.00+0.00buy
Main Management ETF Advisors, LLC23,25023,490+2400.040.04-0.01buy
Synergy Financial Group, LTD6,1866,233+470.210.19-0.02buy
Miracle Mile Advisors, LLC40,45140,471+200.030.03-0.01buy
Gerber Kawasaki Wealth & Investment Management5,3235,332+90.010.01-0.00buy
Retirement Wealth Solutions LLC1520+50.000.00+0.00buy
Nova Wealth Management, Inc.197195-20.010.01-0.00sell
Strategic Advocates LLC2521-40.000.00-0.00sell
PayPay Securities Corp3926-130.070.03-0.04sell
N.E.W. Advisory Services LLC184170-140.000.00-0.00sell
Symmetry Partners, LLC6,5196,500-190.040.02-0.02sell
Orion Capital Management LLC2,7502,700-500.050.04-0.01sell
Asset Management One Co., Ltd.1,8611,764-970.000.00-0.00sell
AMI ASSET MANAGEMENT CORP9,0968,997-990.030.02-0.00sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.110,859110,688-1710.360.32-0.03sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC21,94321,045-8980.080.07-0.01sell
Falcon Wealth Planning31,36130,365-9960.140.11-0.03sell
Coastal Bridge Advisors, LLC38,87037,688-1,1820.150.12-0.03sell
HUB Investment Partners, LLC6,2525,002-1,2500.010.01-0.01sell
Gemmer Asset Management LLC25,51324,018-1,4950.100.08-0.02sell
Rakuten Securities, Inc.5,8914,204-1,6870.110.06-0.05sell
PRAKASH INVESTMENT ADVISORS LLC8,1855,235-2,9500.280.16-0.12sell
Blueshift Asset Management, LLC12,6449,376-3,2680.200.12-0.08sell
ZACKS INVESTMENT MANAGEMENT41,19136,446-4,7450.020.01-0.00sell
INCEPTIONR LLC10,2184,609-5,6090.130.06-0.07sell
CTC LLC15,4959,295-6,2000.000.00-0.00sell
Simplicity Wealth,LLC27,96721,579-6,3880.080.06-0.03sell
Kera Capital Partners, Inc.19,92613,515-6,4110.150.07-0.09sell
Bank Julius Baer & Co. Ltd, Zurich88,59981,587-7,0120.010.01-0.00sell
Royal Fund Management, LLC25,58316,740-8,8430.160.07-0.09sell
Kercheville Advisors, LLC15,0005,000-10,0000.230.06-0.17sell
NORDEA INVESTMENT MANAGEMENT AB98,39387,943-10,4500.000.00-0.00sell
CSS LLC/IL14,298497-13,8010.030.00-0.03sell
BAILARD, INC.38,41023,910-14,5000.040.02-0.02sell
Susquehanna Portfolio Strategies, LLC34,1127,304-26,8080.030.00-0.02sell
Liontrust Investment Partners LLP162,68071,524-91,1560.120.05-0.07sell
FRED ALGER MANAGEMENT, LLC1,127,5681,006,130-121,4380.220.17-0.05sell
Marex Group plc1,304,4831,178,997-125,4860.820.56-0.26sell
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