UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $316,632 | +72.6% | 8,842 | -23.4% | 0.01% | +75.0% |
| Q1 2023 | $183,434 | -86.7% | 11,544 | -82.6% | 0.00% | -90.2% |
| Q3 2022 | $1,377,000 | +10.4% | 66,244 | +68.0% | 0.04% | +2.5% |
| Q2 2022 | $1,247,000 | -4.5% | 39,439 | +229.5% | 0.04% | 0.0% |
| Q1 2022 | $1,306,000 | +98.2% | 11,969 | +474.3% | 0.04% | +48.1% |
| Q3 2021 | $659,000 | +52.5% | 2,084 | -37.8% | 0.03% | +42.1% |
| Q1 2021 | $432,000 | – | 3,352 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 475,000 | $13,556,500 | 1.40% |
| WMG Financial Advisors, LLC | 54,497 | $1,555,344 | 1.32% |
| Freshford Capital Management, LLC | 218,468 | $6,235,076 | 1.04% |
| Capital Impact Advisors, LLC | 19,447 | $555,017 | 0.93% |
| Union Square Park Capital Management, LLC | 25,000 | $713,500 | 0.82% |
| Zweig-DiMenna Associates LLC | 188,693 | $5,385,298 | 0.64% |
| PayPay Securities Corp | 363 | $10,360 | 0.47% |
| Tyler-Stone Wealth Management | 28,727 | $820 | 0.47% |
| Legacy Capital Group California, Inc. | 33,758 | $963,453 | 0.41% |
| DeepCurrents Investment Group LLC | 3,300 | $9,418,200 | 0.41% |