UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,939 | -20.0% | 6,515 | +0.4% | 0.04% | -17.0% |
| Q2 2023 | $232,407 | +39.4% | 6,490 | -38.1% | 0.05% | +30.6% |
| Q1 2023 | $166,687 | +20.2% | 10,490 | 0.0% | 0.04% | +12.5% |
| Q4 2022 | $138,678 | +90.0% | 10,490 | +197.4% | 0.03% | +77.8% |
| Q3 2022 | $73,000 | -48.6% | 3,527 | -21.2% | 0.02% | -43.8% |
| Q2 2022 | $142,000 | -42.7% | 4,477 | +96.6% | 0.03% | -31.9% |
| Q1 2022 | $248,000 | +8.8% | 2,277 | +51.1% | 0.05% | +23.7% |
| Q4 2021 | $228,000 | – | 1,507 | – | 0.04% | – |
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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% |