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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,349,130 | +125.4% | 93,525 | 0.0% | 0.02% | +87.5% |
| Q1 2023 | $1,486,112 | +20.2% | 93,525 | 0.0% | 0.01% | +33.3% |
| Q4 2022 | $1,236,400 | -36.4% | 93,525 | 0.0% | 0.01% | -33.3% |
| Q3 2022 | $1,944,000 | -34.3% | 93,525 | 0.0% | 0.01% | -30.8% |
| Q2 2022 | $2,957,000 | -71.0% | 93,525 | 0.0% | 0.01% | -62.9% |
| Q1 2022 | $10,203,000 | -41.9% | 93,525 | -19.5% | 0.04% | -5.4% |
| Q4 2021 | $17,570,000 | -40.6% | 116,125 | +24.2% | 0.04% | -48.6% |
| Q3 2021 | $29,595,000 | -78.9% | 93,525 | -91.7% | 0.07% | -76.5% |
| Q2 2021 | $140,156,000 | -40.4% | 1,122,149 | -49.5% | 0.31% | -47.2% |
| Q1 2021 | $235,349,000 | +217.0% | 2,222,149 | 0.0% | 0.58% | +194.4% |
| Q4 2020 | $74,253,000 | – | 2,222,149 | – | 0.20% | – |
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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% |