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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,028 | -19.1% | 20,008 | +1.5% | 0.01% | -16.7% |
| Q2 2023 | $706,102 | +108.1% | 19,718 | -7.6% | 0.01% | +100.0% |
| Q1 2023 | $339,267 | +24.2% | 21,351 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $273,125 | -36.6% | 20,660 | -0.4% | 0.00% | -25.0% |
| Q3 2022 | $431,000 | -27.3% | 20,733 | +10.5% | 0.00% | -33.3% |
| Q2 2022 | $593,000 | -52.3% | 18,768 | +64.5% | 0.01% | -40.0% |
| Q1 2022 | $1,244,000 | +55.3% | 11,407 | +115.5% | 0.01% | +66.7% |
| Q4 2021 | $801,000 | -51.7% | 5,294 | +1.1% | 0.01% | -57.1% |
| Q3 2021 | $1,657,000 | +157.3% | 5,237 | +1.6% | 0.01% | +180.0% |
| Q2 2021 | $644,000 | – | 5,157 | – | 0.01% | – |
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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% |