UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 341 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is 1.40 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $81 | +200.0% | 3 | +50.0% | 0.00% | – |
| Q4 2023 | $27 | -68.6% | 2 | -33.3% | 0.00% | – |
| Q3 2023 | $86 | -20.4% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $108 | +125.0% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $48 | +77.8% | 3 | +50.0% | 0.00% | – |
| Q4 2022 | $27 | -35.7% | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $42 | -34.4% | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $64 | – | 2 | – | 0.00% | – |
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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% |