Avior Wealth Management, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 307 filers reported holding UPSTART HLDGS INC in Q3 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q2 2022$1,000
-93.3%
50
-65.5%
0.00%
-100.0%
Q1 2022$15,000
+400.0%
145
+480.0%
0.00%
Q4 2021$3,000
-57.1%
250.0%0.00%
-100.0%
Q3 2021$7,000250.00%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2022
NameSharesValueWeighting ↓
SANDLER CAPITAL MANAGEMENT 475,000$13,556,5001.40%
WMG Financial Advisors, LLC 54,497$1,555,3441.32%
Freshford Capital Management, LLC 218,468$6,235,0761.04%
Capital Impact Advisors, LLC 19,447$555,0170.93%
Union Square Park Capital Management, LLC 25,000$713,5000.82%
Zweig-DiMenna Associates LLC 188,693$5,385,2980.64%
PayPay Securities Corp 363$10,3600.47%
Tyler-Stone Wealth Management 28,727$8200.47%
Legacy Capital Group California, Inc. 33,758$963,4530.41%
DeepCurrents Investment Group LLC 3,300$9,418,2000.41%
View complete list of UPSTART HLDGS INC shareholders