UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,159 | -37.9% | 27,057 | -22.0% | 0.03% | -37.5% |
| Q2 2023 | $1,242,884 | +163.8% | 34,709 | +17.1% | 0.05% | +152.6% |
| Q1 2023 | $471,065 | +99.6% | 29,648 | +161.2% | 0.02% | +58.3% |
| Q3 2022 | $236,000 | -47.0% | 11,351 | -19.3% | 0.01% | -47.8% |
| Q2 2022 | $445,000 | -62.4% | 14,067 | +29.5% | 0.02% | -54.0% |
| Q1 2022 | $1,185,000 | +13.9% | 10,865 | +58.1% | 0.05% | +11.1% |
| Q4 2021 | $1,040,000 | +117.6% | 6,872 | +354.5% | 0.04% | +87.5% |
| Q3 2021 | $478,000 | – | 1,512 | – | 0.02% | – |
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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% |