UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $557,000 | +16.5% | 35,060 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $478,000 | -35.1% | 36,148 | +2.1% | 0.00% | -33.3% |
| Q3 2022 | $736,000 | -36.3% | 35,390 | -3.1% | 0.00% | -40.0% |
| Q2 2022 | $1,155,000 | -57.6% | 36,538 | +46.3% | 0.01% | -50.0% |
| Q1 2022 | $2,725,000 | -26.7% | 24,975 | +1.6% | 0.01% | -16.7% |
| Q4 2021 | $3,719,000 | -53.3% | 24,583 | -2.3% | 0.01% | -57.1% |
| Q3 2021 | $7,966,000 | +809.4% | 25,173 | +259.0% | 0.03% | +833.3% |
| Q2 2021 | $876,000 | -7.7% | 7,012 | -4.8% | 0.00% | -25.0% |
| Q1 2021 | $949,000 | – | 7,365 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 747,400 | $15,538,000 | 2.17% |
| WMG Financial Advisors, LLC | 78,918 | $1,641,000 | 1.48% |
| Bordeaux Wealth Advisors LLC | 105,396 | $2,191,000 | 1.38% |
| Kamunting Street Capital Management, L.P. | 32,406 | $674,000 | 1.11% |
| Azora Capital LP | 282,899 | $6,221,000 | 0.92% |
| Freshford Capital Management, LLC | 285,000 | $5,925,000 | 0.92% |
| GFG Capital, LLC | 117,463 | $2,442,000 | 0.81% |
| Synergy Financial Group, LTD | 16,834 | $350,000 | 0.52% |
| Maxi Investments CY Ltd | 30,100 | $626,000 | 0.47% |
| Must Asset Management Inc. | 25,080 | $526,000 | 0.43% |