UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,585,902 | -16.9% | 721,300 | +4.2% | 0.05% | -28.0% |
| Q2 2023 | $24,776,939 | +132.0% | 691,900 | +2.9% | 0.08% | +226.1% |
| Q1 2023 | $10,679,669 | +5.1% | 672,100 | -12.6% | 0.02% | -20.7% |
| Q4 2022 | $10,163,536 | -24.3% | 768,800 | +19.0% | 0.03% | -29.3% |
| Q3 2022 | $13,433,000 | -11.8% | 646,136 | +34.1% | 0.04% | -18.0% |
| Q2 2022 | $15,237,000 | -47.7% | 481,882 | +80.3% | 0.05% | -46.2% |
| Q1 2022 | $29,160,000 | +97.5% | 267,302 | +173.9% | 0.09% | +89.8% |
| Q4 2021 | $14,763,000 | -58.7% | 97,574 | -13.7% | 0.05% | -62.0% |
| Q3 2021 | $35,789,000 | +780.9% | 113,100 | +247.7% | 0.13% | +706.2% |
| Q2 2021 | $4,063,000 | +915.8% | 32,532 | +949.4% | 0.02% | +700.0% |
| Q1 2021 | $400,000 | – | 3,100 | – | 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% |