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 | $138,704 | -51.8% | 4,860 | -39.5% | 0.07% | -50.4% |
| Q2 2023 | $287,733 | +90.7% | 8,035 | -15.4% | 0.14% | +76.2% |
| Q1 2023 | $150,844 | +17.1% | 9,493 | -2.6% | 0.08% | +8.1% |
| Q4 2022 | $128,842 | -50.6% | 9,746 | -22.3% | 0.07% | -51.6% |
| Q3 2022 | $261,000 | +64.2% | 12,551 | +149.9% | 0.15% | +54.5% |
| Q2 2022 | $159,000 | -64.7% | 5,023 | +21.8% | 0.10% | -55.2% |
| Q1 2022 | $450,000 | +21.6% | 4,123 | +68.8% | 0.22% | +26.3% |
| Q4 2021 | $370,000 | +598.1% | 2,443 | +1354.2% | 0.18% | +430.3% |
| Q3 2021 | $53,000 | – | 168 | – | 0.03% | – |
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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% |