Stock Transactions — UPSTART HLDGS INC

Total Bought
24,673,738
180 transactions
Total Sold
17,652,648
226 transactions
Net
+7,021,090
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
OFI INVEST ASSET MANAGEMENT04,000,000+4,000,0000.000.04+0.04buy
STATE OF WISCONSIN INVESTMENT BOARD03,000,000+3,000,0000.000.01+0.01buy
MORGAN STANLEY1,652,0244,206,615+2,554,5910.010.01+0.01buy
BANK OF AMERICA CORP /DE/245,0592,538,426+2,293,3670.000.01+0.01buy
BNP Paribas Asset Management Holding S.A.01,150,000+1,150,0000.000.00+0.00buy
NORGES BANK01,141,425+1,141,4250.000.01+0.01buy
Azora Capital LP0882,231+882,2310.002.43+2.43buy
SG Americas Securities, LLC207,4221,085,851+878,4290.040.06+0.02buy
CITADEL ADVISORS LLC296,1581,105,759+809,6010.010.03+0.02buy
BAILLIE GIFFORD & CO0758,929+758,9290.000.03+0.03buy
Jericho Capital Asset Management L.P.4,480,8095,011,809+531,0002.372.50+0.13buy
Nishkama Capital, LLC0487,060+487,0600.002.88+2.88buy
Point72 Asset Management, L.P.0370,179+370,1790.000.03+0.03buy
Divisadero Street Capital Management, LP0370,000+370,0000.000.92+0.92buy
WELLINGTON MANAGEMENT GROUP LLP127,523489,219+361,6960.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP962,8801,287,089+324,2090.070.08+0.01buy
Hidden Lake Asset Management LP0316,586+316,5860.007.54+7.54buy
Carnegie Investment Counsel0238,163+238,1630.000.19+0.19buy
BlackRock, Inc.6,856,0387,088,760+232,7220.010.01-0.00buy
SEI INVESTMENTS CO0221,000+221,0000.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP57,761278,590+220,8290.000.00+0.00buy
Annex Advisory Services, LLC207,094421,373+214,2790.220.35+0.13buy
J. Goldman & Co LP0211,152+211,1520.000.36+0.36buy
Halter Ferguson Financial Inc.205,406415,321+209,9152.534.00+1.47buy
Maxi Investments CY Ltd0193,400+193,4000.001.54+1.54buy
Schonfeld Strategic Advisors LLC47,126220,051+172,9250.020.05+0.03buy
D. E. Shaw & Co., Inc.109,190273,487+164,2970.000.01+0.00buy
BARCLAYS PLC719,410864,102+144,6920.010.02+0.00buy
Interval Partners, LP0112,292+112,2920.000.11+0.11buy
CAPITAL FUND MANAGEMENT S.A.562,108671,345+109,2370.290.28-0.01buy
BNP Paribas Asset Management Holding S.A.825109,636+108,8110.000.01+0.01buy
PDT Partners, LLC0100,041+100,0410.000.28+0.28buy
Walleye Capital LLC61,507149,769+88,2620.030.04+0.01buy
DARK FOREST CAPITAL MANAGEMENT LP084,080+84,0800.000.17+0.17buy
FIRST TRUST ADVISORS LP237,131318,547+81,4160.010.01+0.00buy
Neo Ivy Capital Management63,356140,275+76,9190.780.97+0.18buy
PEAK6 LLC12,15187,617+75,4660.020.10+0.09buy
Polar Asset Management Partners Inc.074,700+74,7000.000.06+0.06buy
SummitTX Capital, L.P.18,47185,223+66,7520.040.11+0.07buy
KADENSA CAPITAL Ltd455,150520,986+65,8362.382.37-0.02buy
GOLDMAN SACHS GROUP INC1,589,6481,652,624+62,9760.010.01-0.00buy
HRT FINANCIAL LP56,300117,100+60,8000.010.02+0.01buy
MARSHALL WACE, LLP490,581551,168+60,5870.030.02-0.00buy
Private Advisor Group, LLC15,73271,323+55,5910.000.01+0.01buy
Atom Investors LP052,694+52,6940.000.18+0.18buy
Castle Hook Partners LP048,545+48,5450.000.03+0.03buy
SIMPLEX TRADING, LLC048,172+48,1720.000.06+0.06buy
Sciencast Management LP039,950+39,9500.000.24+0.24buy
BANK OF NOVA SCOTIA109,588141,558+31,9700.010.01-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,178,6771,208,201+29,5240.100.08-0.02buy
Sepio Capital, LP5,40533,405+28,0000.020.08+0.06buy
GEODE CAPITAL MANAGEMENT, LLC2,041,7812,068,515+26,7340.010.01-0.00buy
Banco Santander, S.A.14,00040,523+26,5230.010.01+0.01buy
ExodusPoint Capital Management, LP025,756+25,7560.000.01+0.01buy
State of New Jersey Common Pension Fund D33,48756,894+23,4070.010.01+0.00buy
MML INVESTORS SERVICES, LLC54,61675,690+21,0740.010.01+0.00buy
Lighthouse Investment Partners, LLC021,003+21,0030.000.03+0.03buy
NATIXIS020,934+20,9340.000.11+0.11buy
XTX Topco Ltd10,47430,520+20,0460.030.04+0.01buy
GC Wealth Management RIA, LLC230,072249,474+19,4020.380.40+0.02buy
LAZARD ASSET MANAGEMENT LLC5,38223,450+18,0680.000.00+0.00buy
Creative Planning27,95545,390+17,4350.000.00+0.00buy
Altshuler Shaham Ltd9,65027,000+17,3500.010.02+0.01buy
ALPINE WOODS CAPITAL INVESTORS, LLC017,189+17,1890.000.18+0.18buy
BNP PARIBAS FINANCIAL MARKETS44,60760,062+15,4550.000.00-0.00buy
Centiva Capital, LP015,187+15,1870.000.04+0.04buy
AQR CAPITAL MANAGEMENT LLC45,23360,309+15,0760.000.00-0.00buy
CITIGROUP INC550,138563,645+13,5070.020.02-0.00buy
MERCER GLOBAL ADVISORS INC /ADV31,96245,167+13,2050.000.00-0.00buy
Kestra Advisory Services, LLC15,34327,805+12,4620.000.01+0.00buy
MIRABELLA FINANCIAL SERVICES LLP012,318+12,3180.000.05+0.05buy
Apollon Wealth Management, LLC22,78134,858+12,0770.020.03+0.01buy
TCI Wealth Advisors, Inc.33,32544,389+11,0640.100.11+0.01buy
Vontobel Holding Ltd.10,99021,255+10,2650.000.00+0.00buy
World Investment Advisors09,926+9,9260.000.01+0.01buy
Universal- Beteiligungs- und Servicegesellschaft mbH40,83750,382+9,5450.000.00+0.00buy
Jefferies Financial Group Inc.7,00016,531+9,5310.000.01+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC09,390+9,3900.000.01+0.01buy
Holocene Advisors, LP09,042+9,0420.000.00+0.00buy
NOMURA HOLDINGS INC35,77444,699+8,9250.010.01-0.00buy
FOUNDATIONS INVESTMENT ADVISORS, LLC08,889+8,8890.000.01+0.01buy
Cetera Investment Advisers15,98324,854+8,8710.000.00+0.00buy
Beacon Pointe Advisors, LLC08,701+8,7010.000.00+0.00buy
Dynamic Technology Lab Private Ltd08,622+8,6220.000.09+0.09buy
AIGEN INVESTMENT MANAGEMENT, LP07,485+7,4850.000.08+0.08buy
Tower Research Capital LLC (TRC)3,61211,019+7,4070.010.01+0.01buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC12,92920,304+7,3750.070.06-0.01buy
Perbak Capital Partners LLP07,217+7,2170.000.10+0.10buy
SLT Holdings LLC07,000+7,0000.000.20+0.20buy
GSA CAPITAL PARTNERS LLP06,840+6,8400.000.03+0.03buy
Fieldview Capital Management, LLC06,740+6,7400.000.05+0.05buy
Larson Financial Group LLC5,04211,701+6,6590.010.02+0.01buy
Traynor Capital Management, Inc.05,961+5,9610.000.01+0.01buy
EVERGREEN CAPITAL MANAGEMENT LLC05,550+5,5500.000.01+0.01buy
State of Wyoming9136,227+5,3140.010.03+0.02buy
KLCM Advisors, Inc.05,250+5,2500.000.02+0.02buy
PFG Investments, LLC7,80012,900+5,1000.020.03+0.01buy
Western Wealth Management, LLC05,032+5,0320.000.01+0.01buy
Swiss National Bank166,000170,800+4,8000.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC741,430745,836+4,4060.010.01-0.00buy
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