FIRST TRUST ADVISORS LP - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.

Quarter-by-quarter ownership
FIRST TRUST ADVISORS LP ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$6,715,690
+1785.1%
235,308
+949.5%
0.01%
Q1 2023$356,253
-84.8%
22,420
-87.3%
0.00%
-100.0%
Q4 2022$2,339,120
-2.5%
176,938
+53.4%
0.00%0.0%
Q3 2022$2,398,000
-63.6%
115,323
+91.1%
0.00%
-57.1%
Q1 2022$6,582,000
-27.0%
60,338
+1.3%
0.01%
-22.2%
Q4 2021$9,014,000
-67.6%
59,575
-32.2%
0.01%
-70.0%
Q3 2021$27,822,000
+461.9%
87,921
+121.8%
0.03%
+500.0%
Q2 2021$4,951,00039,6370.01%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2022
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