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 | $1,530,001 | -12.1% | 53,609 | +10.3% | 0.18% | -6.4% |
| Q2 2023 | $1,740,366 | +124.4% | 48,600 | -0.4% | 0.19% | +94.8% |
| Q1 2023 | $775,432 | +145.4% | 48,800 | +388.0% | 0.10% | +62.7% |
| Q2 2022 | $316,000 | -16.2% | 10,000 | +189.6% | 0.06% | +5.4% |
| Q1 2022 | $377,000 | +43.3% | 3,453 | +315.5% | 0.06% | -26.3% |
| Q3 2021 | $263,000 | -4.4% | 831 | -62.2% | 0.08% | +5.6% |
| Q2 2021 | $275,000 | – | 2,200 | – | 0.07% | – |
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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% |