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 6 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is - 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 Q4 2023
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