Winch Advisory Services, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 351 filers reported holding UPSTART HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q1 2022$31,000
-32.6%
287
+99.3%
0.01%
-31.2%
Q3 2021$46,000
+360.0%
144
+77.8%
0.02%
+300.0%
Q2 2021$10,000
+150.0%
81
+138.2%
0.00%
+100.0%
Q1 2021$4,000340.00%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2022
NameSharesValueWeighting ↓
SANDLER CAPITAL MANAGEMENT 747,400$15,538,0002.17%
WMG Financial Advisors, LLC 78,918$1,641,0001.48%
Bordeaux Wealth Advisors LLC 105,396$2,191,0001.38%
Kamunting Street Capital Management, L.P. 32,406$674,0001.11%
Azora Capital LP 282,899$6,221,0000.92%
Freshford Capital Management, LLC 285,000$5,925,0000.92%
GFG Capital, LLC 117,463$2,442,0000.81%
Synergy Financial Group, LTD 16,834$350,0000.52%
Maxi Investments CY Ltd 30,100$626,0000.47%
Must Asset Management Inc. 25,080$526,0000.43%
View complete list of UPSTART HLDGS INC shareholders