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

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
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 Q2 2022
NameSharesValueWeighting ↓
SANDLER CAPITAL MANAGEMENT 747,400$15,538,0002.17%
WMG Financial Advisors, LLC 78,918$1,641,0001.48%
Bordeaux Wealth Advisors LLC 105,396$2,191,0001.38%
Kamunting Street Capital Management, L.P. 32,406$674,0001.11%
Azora Capital LP 282,899$6,221,0000.92%
Freshford Capital Management, LLC 285,000$5,925,0000.92%
GFG Capital, LLC 117,463$2,442,0000.81%
Synergy Financial Group, LTD 16,834$350,0000.52%
Maxi Investments CY Ltd 30,100$626,0000.47%
Must Asset Management Inc. 25,080$526,0000.43%
View complete list of UPSTART HLDGS INC shareholders