UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,699 | -68.6% | 465 | -63.6% | 0.00% | 0.0% |
| Q2 2023 | $46,870 | +10504.1% | 1,276 | +8406.7% | 0.00% | – |
| Q1 2023 | $442 | +569.7% | 15 | -99.2% | 0.00% | -100.0% |
| Q4 2022 | $66 | -99.9% | 1,924 | -40.6% | 0.00% | -33.3% |
| Q3 2022 | $112,000 | +1.8% | 3,240 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $110,000 | -14.1% | 3,207 | -14.0% | 0.00% | +50.0% |
| Q1 2022 | $128,000 | +141.5% | 3,728 | +953.1% | 0.00% | +100.0% |
| Q4 2021 | $53,000 | -79.0% | 354 | -55.6% | 0.00% | -80.0% |
| Q3 2021 | $252,000 | +366.7% | 797 | +81.5% | 0.01% | +400.0% |
| Q2 2021 | $54,000 | – | 439 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
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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% |