UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,121 | -20.3% | 705 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,246 | +302.2% | 705 | +78.5% | 0.00% | – |
| Q1 2023 | $6,277 | -12.9% | 395 | -27.5% | 0.00% | – |
| Q4 2022 | $7,205 | -55.0% | 545 | -31.0% | 0.00% | -100.0% |
| Q3 2022 | $16,000 | -72.9% | 790 | -56.5% | 0.00% | -66.7% |
| Q2 2022 | $59,000 | -52.4% | 1,818 | +58.8% | 0.00% | -40.0% |
| Q1 2022 | $124,000 | +17.0% | 1,145 | +62.6% | 0.01% | +25.0% |
| Q4 2021 | $106,000 | +65.6% | 704 | +225.9% | 0.00% | +100.0% |
| Q3 2021 | $64,000 | +166.7% | 216 | +8.0% | 0.00% | +100.0% |
| Q2 2021 | $24,000 | +700.0% | 200 | +471.4% | 0.00% | – |
| Q1 2021 | $3,000 | – | 35 | – | 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% |