AE Wealth Management LLC - UPSTART HLDGS INC ownership

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
AE Wealth Management LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$431,769
-27.0%
15,129
-8.4%
0.00%
-25.0%
Q2 2023$591,216
+74.1%
16,510
-22.8%
0.00%
+100.0%
Q1 2023$339,677
+58.7%
21,377
+107.8%
0.00%0.0%
Q3 2022$214,000
-60.4%
10,285
-39.8%
0.00%
-50.0%
Q2 2022$540,000
-85.0%
17,091
-48.2%
0.00%
-84.0%
Q1 2022$3,602,000
+66.6%
33,021
+131.1%
0.02%
+66.7%
Q4 2021$2,162,000
-16.5%
14,288
+74.6%
0.02%
-28.6%
Q3 2021$2,589,000
+113.1%
8,183
-15.8%
0.02%
+90.9%
Q2 2021$1,215,0009,7240.01%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2021
NameSharesValueWeighting ↓
Brainard Capital Management LLC 391,666$5,177,8254.39%
Connacht Asset Management LP 207,500$2,743,1501.24%
WMG Financial Advisors, LLC 81,670$1,079,6800.92%
SANDLER CAPITAL MANAGEMENT 598,700$7,914,8140.81%
Kamunting Street Capital Management, L.P. 27,406$362,3100.57%
Antipodean Advisors LLC 10,000$132,2000.44%
Maxi Investments CY Ltd 30,100$3980.38%
XTX Topco Ltd 94,162$1,244,8220.26%
Fairbanks Capital Management, Inc. 22,000$290,8400.26%
SEVEN EIGHT CAPITAL, LP 71,412$944,0670.25%
View complete list of UPSTART HLDGS INC shareholders