Advisors Asset Management, Inc. - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$10,588
-52.5%
371
-40.4%
0.00%
Q2 2023$22,310
+40.7%
623
-37.6%
0.00%
Q1 2023$15,858
+14.7%
998
-4.6%
0.00%
Q4 2022$13,828
-87.1%
1,046
-79.7%
0.00%
-100.0%
Q3 2022$107,000
-29.1%
5,143
+7.7%
0.00%
-33.3%
Q2 2022$151,000
-69.8%
4,777
+4.2%
0.00%
-62.5%
Q1 2022$500,000
-21.6%
4,584
+8.7%
0.01%
-11.1%
Q4 2021$638,000
-25.5%
4,219
+56.0%
0.01%
-30.8%
Q3 2021$856,0002,7050.01%
Other shareholders
UPSTART HLDGS INC shareholders Q1 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