Synergy Financial Group, LTD - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.

Quarter-by-quarter ownership
Synergy Financial Group, LTD ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q2 2023$230,831
-34.0%
6,446
-61.7%
0.31%
-40.8%
Q3 2022$350,000
-27.2%
16,834
+10.7%
0.52%
-30.4%
Q2 2022$481,000
-66.3%
15,202
+16.1%
0.75%
-49.7%
Q1 2022$1,428,000
-3.8%
13,089
+33.5%
1.50%
+12.5%
Q4 2021$1,484,0009,8061.33%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2022
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