OPTIMUM INVESTMENT ADVISORS - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q4 2023$22,882
+43.2%
5600.0%0.01%
+50.0%
Q3 2023$15,982
-20.3%
5600.0%0.01%
-20.0%
Q2 2023$20,054
+125.4%
5600.0%0.01%
+100.0%
Q1 2023$8,898
+20.2%
5600.0%0.01%
+25.0%
Q4 2022$7,403
-38.3%
5600.0%0.00%
-33.3%
Q3 2022$12,000
-33.3%
5600.0%0.01%
-33.3%
Q2 2022$18,000
-78.3%
560
-26.3%
0.01%
-74.3%
Q1 2022$83,000
-24.5%
760
+4.8%
0.04%
-18.6%
Q4 2021$110,000
+115.7%
725
+353.1%
0.04%
+104.8%
Q3 2021$51,000
-10.5%
160
-65.2%
0.02%
+16.7%
Q2 2021$57,000
+338.5%
460
+360.0%
0.02%
+350.0%
Q1 2021$13,0001000.00%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2021
NameSharesValueWeighting ↓
SANDLER CAPITAL MANAGEMENT 475,000$13,556,5001.40%
WMG Financial Advisors, LLC 54,497$1,555,3441.32%
Freshford Capital Management, LLC 218,468$6,235,0761.04%
Capital Impact Advisors, LLC 19,447$555,0170.93%
Union Square Park Capital Management, LLC 25,000$713,5000.82%
Zweig-DiMenna Associates LLC 188,693$5,385,2980.64%
PayPay Securities Corp 363$10,3600.47%
Tyler-Stone Wealth Management 28,727$8200.47%
Legacy Capital Group California, Inc. 33,758$963,4530.41%
DeepCurrents Investment Group LLC 3,300$9,418,2000.41%
View complete list of UPSTART HLDGS INC shareholders