Cassady Schiller Wealth Management, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$63,387
+4.4%
2,221
+31.0%
0.04%
+6.1%
Q2 2023$60,698
+224.0%
1,695
+43.8%
0.03%
+266.7%
Q1 2023$18,734
+103.6%
1,179
+69.4%
0.01%
+50.0%
Q4 2022$9,2016960.01%
Other shareholders
UPSTART HLDGS INC shareholders Q3 2023
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