Iron Horse Wealth Management, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 307 filers reported holding UPSTART HLDGS INC in Q3 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q2 2023$537
+125.6%
150.0%0.00%
Q1 2023$238150.0%0.00%
Q4 2022$0150.0%0.00%
Q2 2022$0150.00%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2022
NameSharesValueWeighting ↓
SANDLER CAPITAL MANAGEMENT 747,400$15,538,0002.17%
WMG Financial Advisors, LLC 78,918$1,641,0001.48%
Bordeaux Wealth Advisors LLC 105,396$2,191,0001.38%
Kamunting Street Capital Management, L.P. 32,406$674,0001.11%
Azora Capital LP 282,899$6,221,0000.92%
Freshford Capital Management, LLC 285,000$5,925,0000.92%
GFG Capital, LLC 117,463$2,442,0000.81%
Synergy Financial Group, LTD 16,834$350,0000.52%
Maxi Investments CY Ltd 30,100$626,0000.47%
Must Asset Management Inc. 25,080$526,0000.43%
View complete list of UPSTART HLDGS INC shareholders