Edmonds Duncan Registered Investment Advisors, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
Edmonds Duncan Registered Investment Advisors, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q1 2022$222,000
-6.7%
2,038
-9.2%
0.06%
+3.2%
Q4 2021$238,000
-60.7%
2,245
+17.3%
0.06%
-65.8%
Q3 2021$606,000
+164.6%
1,914
+4.5%
0.18%
+159.2%
Q2 2021$229,0001,8320.07%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2021
NameSharesValueWeighting ↓
SANDLER CAPITAL MANAGEMENT 747,400$15,538,0002.17%
WMG Financial Advisors, LLC 78,918$1,641,0001.48%
Bordeaux Wealth Advisors LLC 105,396$2,191,0001.38%
Kamunting Street Capital Management, L.P. 32,406$674,0001.11%
Azora Capital LP 282,899$6,221,0000.92%
Freshford Capital Management, LLC 285,000$5,925,0000.92%
GFG Capital, LLC 117,463$2,442,0000.81%
Synergy Financial Group, LTD 16,834$350,0000.52%
Maxi Investments CY Ltd 30,100$626,0000.47%
Must Asset Management Inc. 25,080$526,0000.43%
View complete list of UPSTART HLDGS INC shareholders