UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 351 filers reported holding UPSTART HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $381,180 | -8.9% | 13,356 | +14.3% | 0.00% | 0.0% |
Q2 2023 | $418,547 | +125.4% | 11,688 | 0.0% | 0.00% | +100.0% |
Q1 2023 | $185,722 | +20.2% | 11,688 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $154,515 | -23.1% | 11,688 | +21.1% | 0.00% | 0.0% |
Q3 2022 | $201,000 | -33.2% | 9,653 | +1.6% | 0.00% | -50.0% |
Q2 2022 | $301,000 | -19.9% | 9,504 | +175.5% | 0.00% | 0.0% |
Q1 2022 | $376,000 | -11.1% | 3,450 | +23.4% | 0.00% | 0.0% |
Q4 2021 | $423,000 | -29.5% | 2,795 | +47.3% | 0.00% | -33.3% |
Q3 2021 | $600,000 | +153.2% | 1,897 | 0.0% | 0.00% | +200.0% |
Q2 2021 | $237,000 | – | 1,897 | – | 0.00% | – |
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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% |