UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 432 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,268 | -20.5% | 44,419 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,594 | +97.8% | 44,512 | -12.3% | 0.00% | +50.0% |
| Q1 2023 | $806 | +6.2% | 50,746 | -11.7% | 0.00% | 0.0% |
| Q4 2022 | $759 | -100.0% | 57,444 | -54.8% | 0.00% | -71.4% |
| Q3 2022 | $2,640,000 | -38.3% | 127,001 | -6.1% | 0.01% | -36.4% |
| Q2 2022 | $4,278,000 | -62.4% | 135,305 | +29.9% | 0.01% | -57.7% |
| Q1 2022 | $11,365,000 | +108.2% | 104,182 | +188.7% | 0.03% | +116.7% |
| Q4 2021 | $5,459,000 | -39.9% | 36,084 | +25.7% | 0.01% | -47.8% |
| Q3 2021 | $9,082,000 | +347.8% | 28,702 | +76.7% | 0.02% | +360.0% |
| Q2 2021 | $2,028,000 | +260.9% | 16,242 | +272.4% | 0.01% | +150.0% |
| Q1 2021 | $562,000 | – | 4,362 | – | 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% |