Venturi Wealth Management, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$44,494
-20.3%
1,5590.0%0.00%
-25.0%
Q2 2023$55,829
+125.4%
1,5590.0%0.00%
+100.0%
Q1 2023$24,774
-88.3%
1,559
-19.6%
0.00%
-87.5%
Q1 2022$212,000
-14.5%
1,939
+18.3%
0.02%
-15.8%
Q4 2021$248,000
-28.7%
1,639
+49.1%
0.02%
-34.5%
Q3 2021$348,0001,0990.03%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2023
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