UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,016,193 | +53.2% | 105,683 | +92.2% | 0.35% | +8.6% |
| Q2 2023 | $1,968,870 | +104.9% | 54,981 | -9.1% | 0.32% | +62.5% |
| Q1 2023 | $960,916 | +1.8% | 60,473 | -15.3% | 0.20% | -18.7% |
| Q4 2022 | $944,067 | -46.4% | 71,412 | -15.7% | 0.25% | -30.1% |
| Q3 2022 | $1,762,000 | -29.3% | 84,729 | +414.2% | 0.35% | -21.1% |
| Q4 2021 | $2,493,000 | +1098.6% | 16,478 | +887.3% | 0.45% | +1437.9% |
| Q2 2021 | $208,000 | – | 1,669 | – | 0.03% | – |
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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% |