UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,196 | -92.6% | 217 | -90.8% | 0.00% | -100.0% |
| Q2 2023 | $84,049 | +239.3% | 2,347 | +50.5% | 0.00% | +200.0% |
| Q1 2023 | $24,774 | +145629.4% | 1,559 | +22.3% | 0.00% | 0.0% |
| Q4 2022 | $17 | -99.9% | 1,275 | +6.2% | 0.00% | -50.0% |
| Q3 2022 | $25,000 | -50.0% | 1,200 | -23.8% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -79.7% | 1,575 | -30.2% | 0.00% | -71.4% |
| Q1 2022 | $246,000 | +0.4% | 2,257 | +52.6% | 0.01% | +40.0% |
| Q4 2021 | $245,000 | -54.1% | 1,479 | +57.0% | 0.01% | -64.3% |
| Q3 2021 | $534,000 | +1012.5% | 942 | +144.0% | 0.01% | +1300.0% |
| Q2 2021 | $48,000 | +84.6% | 386 | +93.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | – | 200 | – | 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% |