UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,555 | -13.9% | 3,278 | +8.0% | 0.00% | 0.0% |
| Q2 2023 | $108,646 | +87.8% | 3,034 | -16.6% | 0.00% | 0.0% |
| Q1 2023 | $57,844 | +536.2% | 3,640 | +48.8% | 0.00% | – |
| Q4 2022 | $9,092 | -96.4% | 2,446 | -69.3% | 0.00% | -100.0% |
| Q2 2022 | $252,000 | -36.5% | 7,959 | +203.7% | 0.00% | -33.3% |
| Q4 2021 | $397,000 | -75.5% | 2,621 | -48.7% | 0.01% | -85.0% |
| Q3 2021 | $1,618,000 | – | 5,114 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 475,000 | $13,556,500 | 1.40% |
| WMG Financial Advisors, LLC | 54,497 | $1,555,344 | 1.32% |
| Freshford Capital Management, LLC | 218,468 | $6,235,076 | 1.04% |
| Capital Impact Advisors, LLC | 19,447 | $555,017 | 0.93% |
| Union Square Park Capital Management, LLC | 25,000 | $713,500 | 0.82% |
| Zweig-DiMenna Associates LLC | 188,693 | $5,385,298 | 0.64% |
| PayPay Securities Corp | 363 | $10,360 | 0.47% |
| Tyler-Stone Wealth Management | 28,727 | $820 | 0.47% |
| Legacy Capital Group California, Inc. | 33,758 | $963,453 | 0.41% |
| DeepCurrents Investment Group LLC | 3,300 | $9,418,200 | 0.41% |