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 | $878,804 | -4.7% | 30,792 | +19.6% | 0.11% | -5.1% |
| Q2 2023 | $921,857 | +79.2% | 25,743 | -20.5% | 0.12% | +76.1% |
| Q1 2023 | $514,344 | +33.3% | 32,369 | +10.9% | 0.07% | +26.4% |
| Q4 2022 | $385,786 | -35.8% | 29,182 | +0.9% | 0.05% | -45.4% |
| Q3 2022 | $601,000 | -34.2% | 28,924 | +0.2% | 0.10% | -30.7% |
| Q2 2022 | $913,000 | -56.5% | 28,875 | +49.9% | 0.14% | -55.6% |
| Q1 2022 | $2,101,000 | -26.1% | 19,266 | +2.5% | 0.32% | -25.2% |
| Q4 2021 | $2,844,000 | -56.4% | 18,799 | -8.7% | 0.42% | -57.7% |
| Q3 2021 | $6,518,000 | – | 20,597 | – | 1.00% | – |
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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% |