IFP Advisors, Inc - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of UPSTART HLDGS INC
ValueSharesWeighting
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$54,0004390.00%
Q1 2021$000.00%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2021
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