UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,162 | +125.4% | 200,000 | 0.0% | 0.93% | +257.9% |
| Q1 2023 | $3,178 | -99.3% | 200,000 | +1318.4% | 0.26% | +374.5% |
| Q2 2022 | $445,000 | -34.7% | 14,100 | +213.3% | 0.06% | +71.9% |
| Q4 2021 | $681,000 | -84.6% | 4,500 | -47.4% | 0.03% | -90.7% |
| Q3 2021 | $4,430,000 | -4.1% | 8,555 | -54.9% | 0.34% | -9.7% |
| Q2 2021 | $4,621,000 | – | 18,982 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 747,400 | $15,538,000 | 2.17% |
| WMG Financial Advisors, LLC | 78,918 | $1,641,000 | 1.48% |
| Bordeaux Wealth Advisors LLC | 105,396 | $2,191,000 | 1.38% |
| Kamunting Street Capital Management, L.P. | 32,406 | $674,000 | 1.11% |
| Azora Capital LP | 282,899 | $6,221,000 | 0.92% |
| Freshford Capital Management, LLC | 285,000 | $5,925,000 | 0.92% |
| GFG Capital, LLC | 117,463 | $2,442,000 | 0.81% |
| Synergy Financial Group, LTD | 16,834 | $350,000 | 0.52% |
| Maxi Investments CY Ltd | 30,100 | $626,000 | 0.47% |
| Must Asset Management Inc. | 25,080 | $526,000 | 0.43% |