UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,422 | +14.2% | 878,704 | +47.0% | 0.56% | -15.8% |
| Q2 2023 | $4,749 | +258.1% | 597,786 | +93.0% | 0.66% | +378.3% |
| Q1 2023 | $1,326 | -12.4% | 309,700 | -25.2% | 0.14% | +8.7% |
| Q4 2022 | $1,514 | -100.0% | 413,878 | +96.0% | 0.13% | -57.2% |
| Q3 2022 | $4,340,000 | -31.8% | 211,189 | -31.0% | 0.30% | -33.0% |
| Q2 2022 | $6,360,000 | -10.6% | 306,001 | +3.8% | 0.44% | +18.4% |
| Q1 2022 | $7,117,000 | -41.1% | 294,821 | +73.4% | 0.37% | -26.1% |
| Q4 2021 | $12,085,000 | -67.2% | 170,003 | -70.6% | 0.51% | -69.5% |
| Q3 2021 | $36,856,000 | +87.5% | 579,010 | +12.7% | 1.66% | +80.9% |
| Q2 2021 | $19,654,000 | +103.4% | 513,574 | +66.8% | 0.92% | +92.8% |
| Q1 2021 | $9,661,000 | – | 307,953 | – | 0.48% | – |
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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% |