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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,555,344 | -45.7% | 54,497 | -31.8% | 1.32% | -37.3% |
| Q2 2023 | $2,861,937 | +118.3% | 79,920 | -3.0% | 2.11% | +93.9% |
| Q1 2023 | $1,311,245 | +21.4% | 82,430 | +0.9% | 1.09% | +18.2% |
| Q4 2022 | $1,079,680 | -34.2% | 81,670 | +3.5% | 0.92% | -37.8% |
| Q3 2022 | $1,641,000 | -34.5% | 78,918 | -0.5% | 1.48% | -32.0% |
| Q2 2022 | $2,505,000 | -42.7% | 79,328 | +98.2% | 2.17% | -32.4% |
| Q1 2022 | $4,368,000 | +38.1% | 40,025 | +91.5% | 3.21% | +30.2% |
| Q4 2021 | $3,163,000 | – | 20,900 | – | 2.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 475,000 | $13,556,500 | 1.40% |
| WMG Financial Advisors, LLC | 54,497 | $1,555,344 | 1.32% |
| Freshford Capital Management, LLC | 218,468 | $6,235,076 | 1.04% |
| Capital Impact Advisors, LLC | 19,447 | $555,017 | 0.93% |
| Union Square Park Capital Management, LLC | 25,000 | $713,500 | 0.82% |
| Zweig-DiMenna Associates LLC | 188,693 | $5,385,298 | 0.64% |
| PayPay Securities Corp | 363 | $10,360 | 0.47% |
| Tyler-Stone Wealth Management | 28,727 | $820 | 0.47% |
| Legacy Capital Group California, Inc. | 33,758 | $963,453 | 0.41% |
| DeepCurrents Investment Group LLC | 3,300 | $9,418,200 | 0.41% |