B. Riley Wealth Advisors, Inc. - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q2 2022$474,000
-83.2%
14,973
-42.1%
0.02%
-78.3%
Q1 2022$2,821,000
+120.2%
25,855
+205.7%
0.09%
+148.6%
Q4 2021$1,281,000
-58.1%
8,459
-12.5%
0.04%
-61.9%
Q3 2021$3,060,000
+595.5%
9,668
+175.0%
0.10%
+592.9%
Q2 2021$440,0003,5150.01%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2021
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