Strategic Family Wealth Counselors, L.L.C. - UPSTART HLDGS INC ownership

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
Strategic Family Wealth Counselors, L.L.C. ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$228,092
-20.3%
7,9920.0%0.11%
-16.7%
Q2 2023$286,194
+13.1%
7,9920.0%0.13%
+9.1%
Q2 2022$253,000
-71.0%
7,9920.0%0.12%
-65.5%
Q1 2022$872,000
-27.9%
7,9920.0%0.35%
-9.5%
Q4 2021$1,209,000
-52.2%
7,9920.0%0.39%
-55.1%
Q3 2021$2,529,000
+153.4%
7,9920.0%0.86%
+165.3%
Q2 2021$998,0007,9920.33%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2023
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