HARBOR INVESTMENT ADVISORY, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2022$10,000
-37.5%
5000.0%0.00%
-33.3%
Q2 2022$16,000
-70.9%
5000.0%0.00%
-57.1%
Q1 2022$55,000
-30.4%
500
-3.8%
0.01%
-30.0%
Q4 2021$79,000
-52.1%
5200.0%0.01%
-54.5%
Q3 2021$165,000
+1275.0%
520
+420.0%
0.02%
+1000.0%
Q2 2021$12,000
-76.9%
100
-75.0%
0.00%
-75.0%
Q1 2021$52,0004000.01%
Other shareholders
UPSTART HLDGS INC shareholders Q3 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