UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7 | -46.2% | 249 | -32.5% | 0.00% | -60.0% |
Q2 2023 | $13 | +62.5% | 369 | -27.2% | 0.01% | +66.7% |
Q1 2023 | $8 | +14.3% | 507 | -6.3% | 0.00% | 0.0% |
Q4 2022 | $7 | -99.9% | 541 | +20.0% | 0.00% | -25.0% |
Q3 2022 | $9,000 | -71.9% | 451 | -55.4% | 0.00% | -71.4% |
Q2 2022 | $32,000 | -72.4% | 1,011 | -5.2% | 0.01% | -66.7% |
Q1 2022 | $116,000 | +286.7% | 1,067 | +430.8% | 0.04% | +320.0% |
Q4 2021 | $30,000 | -53.1% | 201 | 0.0% | 0.01% | -60.0% |
Q3 2021 | $64,000 | – | 201 | – | 0.02% | – |
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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% |