OPPENHEIMER ASSET MANAGEMENT INC. - UPSTART HLDGS INC ownership

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
OPPENHEIMER ASSET MANAGEMENT INC. ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$221,099
-32.6%
7,747
+157.4%
0.00%
-40.0%
Q1 2022$328,000
-27.3%
3,010
+111.4%
0.01%
-16.7%
Q3 2021$451,000
-82.0%
1,424
-92.9%
0.01%
-83.3%
Q2 2021$2,500,000
-4.2%
20,019
-1.1%
0.04%
-10.0%
Q1 2021$2,610,000
+244.8%
20,251
+9.0%
0.04%
+207.7%
Q4 2020$757,00018,5850.01%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2020
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