IEQ CAPITAL, LLC - UPSTART HLDGS INC ownership

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
IEQ CAPITAL, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
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$2,283,0007,2150.06%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2022
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