Upstart holdings inc UPST.US Whale Interest Analysis

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UPST Whale Interest Score

3

24

15

Increased Allocation
  • AI analysis rates UPST with  a higher whale interest score of 4.
  • The  concentrated ownership typically leads to more stable long-term growth in stocks.
  • Institutions have been consistently buying for 3 consecutive quarters, indicating  ongoing strategic positioning.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: Renaissance Technologies LLC
    • Selling: None

UPST Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)$555.49M

Capital Inflow

$1.07B

Accumulator : 128 $735.41M
Initiator : 104 $333.99M

Capital Outflow

$513.90M

Reducer : 120 $446.46M
Liquidator : 56 $67.44M

UPST Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of UPST

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

1.38 M29%

2024Q3Shares

1.07 MNew Buy

2024Q2Shares

--

2024Q1Shares

--

UPST Insider Transactions

According to the statistics, a total of 7 insiders have conducted stock transactions in the past year, with a total of 106 trades. All trades were selling transactions (with a total of 864.63K shares sold).

UPST Top 5 Insider Shareholders

Top 10 High Relevance to UPST Whale Interest Score