Advisors Asset Management, Inc. - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 6 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Brainard Capital Management LLC 391,666$5,177,8254.39%
Connacht Asset Management LP 207,500$2,743,1501.24%
WMG Financial Advisors, LLC 81,670$1,079,6800.92%
SANDLER CAPITAL MANAGEMENT 598,700$7,914,8140.81%
Kamunting Street Capital Management, L.P. 27,406$362,3100.57%
Antipodean Advisors LLC 10,000$132,2000.44%
Maxi Investments CY Ltd 30,100$3980.38%
XTX Topco Ltd 94,162$1,244,8220.26%
Fairbanks Capital Management, Inc. 22,000$290,8400.26%
SEVEN EIGHT CAPITAL, LP 71,412$944,0670.25%
View complete list of UPSTART HLDGS INC shareholders