UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,385,298 | -20.3% | 188,693 | 0.0% | 0.64% | -24.4% |
| Q2 2023 | $6,757,096 | +1338.6% | 188,693 | +538.3% | 0.84% | +1218.8% |
| Q1 2023 | $469,708 | +1.4% | 29,560 | -15.7% | 0.06% | -4.5% |
| Q4 2022 | $463,361 | -36.4% | 35,050 | 0.0% | 0.07% | -57.9% |
| Q3 2022 | $729,000 | -34.2% | 35,050 | 0.0% | 0.16% | -24.3% |
| Q2 2022 | $1,108,000 | – | 35,050 | – | 0.21% | – |
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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% |