UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 351 filers reported holding UPSTART HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $13,000 | – | 100 | – | 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% |