LPL Financial LLC - 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
LPL Financial LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$1,602,450
-12.2%
56,148
+10.2%
0.00%0.0%
Q2 2023$1,824,716
+131.0%
50,956
+2.5%
0.00%0.0%
Q1 2023$789,852
+12.1%
49,708
-6.8%
0.00%0.0%
Q4 2022$704,771
-50.9%
53,311
-22.8%
0.00%0.0%
Q3 2022$1,435,000
-51.5%
69,043
-26.2%
0.00%
-66.7%
Q2 2022$2,958,000
-73.3%
93,536
-7.8%
0.00%
-70.0%
Q1 2022$11,065,000
+37.2%
101,430
+90.4%
0.01%
+42.9%
Q4 2021$8,062,000
-32.7%
53,282
+40.7%
0.01%
-36.4%
Q3 2021$11,982,000
+545.9%
37,865
+155.0%
0.01%
+450.0%
Q2 2021$1,855,000
+280.1%
14,850
+292.2%
0.00%
+100.0%
Q1 2021$488,0003,7860.00%
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