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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $964,255 | -15.9% | 33,789 | +5.8% | 0.00% | -50.0% |
| Q2 2023 | $1,146,874 | +182.0% | 31,926 | +24.9% | 0.00% | +100.0% |
| Q1 2023 | $406,765 | -38.9% | 25,556 | -49.2% | 0.00% | 0.0% |
| Q4 2022 | $665,493 | -4.2% | 50,334 | +50.6% | 0.00% | -50.0% |
| Q3 2022 | $695,000 | -31.4% | 33,417 | +4.5% | 0.00% | 0.0% |
| Q2 2022 | $1,013,000 | -77.9% | 31,981 | -25.6% | 0.00% | -77.8% |
| Q1 2022 | $4,592,000 | +34.8% | 42,997 | +90.8% | 0.01% | +50.0% |
| Q4 2021 | $3,406,000 | -61.6% | 22,537 | -19.6% | 0.01% | -66.7% |
| Q3 2021 | $8,866,000 | +341.5% | 28,046 | +74.4% | 0.02% | +350.0% |
| Q2 2021 | $2,008,000 | +122.1% | 16,082 | +129.3% | 0.00% | +100.0% |
| Q1 2021 | $904,000 | +635.0% | 7,012 | +133.9% | 0.00% | – |
| Q4 2020 | $123,000 | – | 2,998 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 475,000 | $13,556,500 | 1.40% |
| WMG Financial Advisors, LLC | 54,497 | $1,555,344 | 1.32% |
| Freshford Capital Management, LLC | 218,468 | $6,235,076 | 1.04% |
| Capital Impact Advisors, LLC | 19,447 | $555,017 | 0.93% |
| Union Square Park Capital Management, LLC | 25,000 | $713,500 | 0.82% |
| Zweig-DiMenna Associates LLC | 188,693 | $5,385,298 | 0.64% |
| PayPay Securities Corp | 363 | $10,360 | 0.47% |
| Tyler-Stone Wealth Management | 28,727 | $820 | 0.47% |
| Legacy Capital Group California, Inc. | 33,758 | $963,453 | 0.41% |
| DeepCurrents Investment Group LLC | 3,300 | $9,418,200 | 0.41% |