Valeo Financial Advisors, 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
Valeo Financial Advisors, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$353,382
-30.4%
12,382
-12.7%
0.02%
-30.4%
Q2 2023$507,822
+125.0%
14,181
-0.1%
0.02%
+109.1%
Q1 2023$225,654
+32.4%
14,201
+10.2%
0.01%
+22.2%
Q4 2022$170,419
-50.6%
12,891
-22.3%
0.01%
-59.1%
Q3 2022$345,000
-26.6%
16,591
+11.5%
0.02%
-24.1%
Q2 2022$470,000
-53.4%
14,874
+60.7%
0.03%
-43.1%
Q1 2022$1,009,000
+42.7%
9,254
+98.0%
0.05%
+30.8%
Q4 2021$707,000
+53.7%
4,674
+221.5%
0.04%
+50.0%
Q3 2021$460,000
+3438.5%
1,454
+1354.0%
0.03%
+2500.0%
Q1 2021$13,0001000.00%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2021
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