UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 61 filers reported holding UPSTART HLDGS INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 5.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,867,471 | -16.7% | 1,501,826 | +4.5% | 0.01% | -16.7% |
| Q2 2023 | $51,443,834 | +214.6% | 1,436,577 | +39.6% | 0.01% | +200.0% |
| Q1 2023 | $16,353,707 | +125331.1% | 1,029,182 | +4.4% | 0.00% | 0.0% |
| Q4 2022 | $13,038 | -99.9% | 986,242 | +4.8% | 0.00% | -33.3% |
| Q3 2022 | $19,559,000 | -21.4% | 940,792 | +19.4% | 0.00% | -25.0% |
| Q2 2022 | $24,877,000 | -66.6% | 787,799 | +15.4% | 0.00% | -55.6% |
| Q1 2022 | $74,404,000 | -25.9% | 682,860 | +2.9% | 0.01% | -25.0% |
| Q4 2021 | $100,361,000 | -46.9% | 663,677 | +11.0% | 0.01% | -52.0% |
| Q3 2021 | $189,135,000 | +546.8% | 597,699 | +155.3% | 0.02% | +525.0% |
| Q2 2021 | $29,242,000 | +14.1% | 234,126 | +17.8% | 0.00% | 0.0% |
| Q1 2021 | $25,619,000 | +1138.2% | 198,817 | +291.5% | 0.00% | – |
| Q4 2020 | $2,069,000 | – | 50,785 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 475,000 | $13,556,500 | 1.40% |
| WMG Financial Advisors, LLC | 54,497 | $1,555,344 | 1.32% |
| Freshford Capital Management, LLC | 218,468 | $6,235,076 | 1.04% |
| Capital Impact Advisors, LLC | 19,447 | $555,017 | 0.93% |
| Union Square Park Capital Management, LLC | 25,000 | $713,500 | 0.82% |
| Zweig-DiMenna Associates LLC | 188,693 | $5,385,298 | 0.64% |
| PayPay Securities Corp | 363 | $10,360 | 0.47% |
| Tyler-Stone Wealth Management | 28,727 | $820 | 0.47% |
| Legacy Capital Group California, Inc. | 33,758 | $963,453 | 0.41% |
| DeepCurrents Investment Group LLC | 3,300 | $9,418,200 | 0.41% |