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
| 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 | 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% |