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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,508 | -25.5% | 8,392 | -6.5% | 0.00% | -33.3% |
| Q2 2023 | $321,287 | +4.0% | 8,972 | -8.1% | 0.00% | -40.0% |
| Q2 2022 | $309,000 | -21.2% | 9,761 | +171.4% | 0.01% | -16.7% |
| Q1 2022 | $392,000 | +9.5% | 3,596 | +52.1% | 0.01% | +20.0% |
| Q4 2021 | $358,000 | +44.4% | 2,364 | +201.5% | 0.01% | +25.0% |
| Q3 2021 | $248,000 | +4.2% | 784 | -58.8% | 0.00% | 0.0% |
| Q2 2021 | $238,000 | – | 1,904 | – | 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% |