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 | $2,940 | +646.2% | 103 | +836.4% | 0.00% | – |
| Q2 2023 | $394 | -67.6% | 11 | -88.0% | 0.00% | – |
| Q4 2022 | $1,216 | -59.5% | 92 | -25.2% | 0.00% | -100.0% |
| Q3 2022 | $3,000 | -25.0% | 123 | -8.2% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -71.4% | 134 | +3.1% | 0.00% | -66.7% |
| Q1 2022 | $14,000 | +180.0% | 130 | +319.4% | 0.00% | +200.0% |
| Q4 2021 | $5,000 | -88.4% | 31 | -77.2% | 0.00% | -88.9% |
| Q3 2021 | $43,000 | +65.4% | 136 | -35.2% | 0.01% | +80.0% |
| Q2 2021 | $26,000 | -3.7% | 210 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $27,000 | – | 210 | – | 0.01% | – |
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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% |