UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 305 filers reported holding UPSTART HLDGS INC in Q2 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,399,837 | +9.3% | 94,941 | -51.5% | 0.00% | 0.0% |
| Q1 2023 | $3,111,548 | +250831.3% | 195,818 | +108.7% | 0.00% | +100.0% |
| Q4 2022 | $1,240 | -99.9% | 93,830 | +2.8% | 0.00% | -33.3% |
| Q3 2022 | $1,898,000 | -40.0% | 91,292 | -8.7% | 0.00% | -25.0% |
| Q2 2022 | $3,163,000 | -69.7% | 100,033 | +4.4% | 0.00% | -66.7% |
| Q1 2022 | $10,449,000 | -20.1% | 95,784 | +10.8% | 0.01% | -7.7% |
| Q4 2021 | $13,083,000 | -55.5% | 86,469 | -6.9% | 0.01% | -59.4% |
| Q3 2021 | $29,382,000 | – | 92,851 | – | 0.03% | – |
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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% |