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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $236,095 | +32.2% | 6,593 | -41.3% | 0.01% | +25.0% |
| Q1 2023 | $178,540 | -32.6% | 11,236 | -11.8% | 0.00% | -42.9% |
| Q3 2022 | $265,000 | -50.2% | 12,735 | -24.3% | 0.01% | -56.2% |
| Q2 2022 | $532,000 | -77.4% | 16,815 | -22.0% | 0.02% | -71.4% |
| Q1 2022 | $2,352,000 | -6.8% | 21,563 | +29.3% | 0.06% | -3.4% |
| Q4 2021 | $2,523,000 | +10.5% | 16,673 | +131.1% | 0.06% | -4.9% |
| Q3 2021 | $2,283,000 | – | 7,215 | – | 0.06% | – |
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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% |