UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,198 | -42.2% | 7,330 | -27.5% | 0.00% | -33.3% |
| Q2 2023 | $361,896 | +21390.3% | 10,106 | +9434.0% | 0.00% | – |
| Q1 2023 | $1,684 | +20.2% | 106 | 0.0% | 0.00% | – |
| Q4 2022 | $1,401 | -99.7% | 106 | -99.4% | 0.00% | -100.0% |
| Q2 2022 | $541,000 | -83.0% | 17,099 | -41.3% | 0.00% | -81.8% |
| Q1 2022 | $3,175,000 | -48.6% | 29,108 | -28.7% | 0.01% | -47.6% |
| Q4 2021 | $6,172,000 | +30.6% | 40,798 | +173.1% | 0.02% | +31.2% |
| Q3 2021 | $4,727,000 | +145.4% | 14,937 | -0.1% | 0.02% | +166.7% |
| Q1 2021 | $1,926,000 | – | 14,945 | – | 0.01% | – |
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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% |