Heritage Wealth Advisors - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 312 filers reported holding UPSTART HLDGS INC in Q2 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q2 2024$2,359
-99.7%
100
-99.5%
0.00%
-100.0%
Q1 2024$757,066
+18428.3%
20,237
+20137.0%
0.04%
Q4 2023$4,086
+43.2%
1000.0%0.00%
Q3 2023$2,854
-20.3%
1000.0%0.00%
Q2 2023$3,581
+125.4%
1000.0%0.00%
Q1 2023$1,589
+20.2%
1000.0%0.00%
Q4 2022$1,322
-33.9%
1000.0%0.00%
Q3 2022$2,000
-33.3%
1000.0%0.00%
Q2 2022$3,000
-72.7%
1000.0%0.00%
-100.0%
Q1 2022$11,000
-26.7%
1000.0%0.00%0.0%
Q4 2021$15,0001000.00%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2023
NameSharesValueWeighting ↓
Stone Ridge Asset Management LLC 3,685,913$474,967,000100.00%
First Round Capital Management III, LLC 2,915,614$375,706,00091.38%
KPCB XV Associates, LLC 847,788$98,321,00042.36%
Founders Fund IV Management, LLC 513,425$66,160,00019.32%
Third Point 13,381,222$1,688,860,00011.38%
VK Services, LLC 5,248,588$326,410,0007.55%
EMJ Capital Ltd. 200,698$25,862,0005.71%
Alphabet Inc. 832,423$107,266,0004.32%
NEA Management Company, LLC 573,184$73,860,0001.66%
EMJ Capital Ltd. 53,100$6,842,0001.51%
View complete list of UPSTART HLDGS INC shareholders