UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,572 | -41.9% | 4,540 | -27.1% | 0.00% | – |
| Q2 2023 | $223,096 | +107.9% | 6,230 | -7.7% | 0.00% | – |
| Q1 2023 | $107,290 | -59.1% | 6,752 | -65.9% | 0.00% | – |
| Q4 2022 | $262,047 | -30.9% | 19,822 | +8.9% | 0.00% | -100.0% |
| Q3 2022 | $379,000 | -31.7% | 18,208 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $555,000 | -71.2% | 17,548 | -0.7% | 0.00% | -66.7% |
| Q1 2022 | $1,928,000 | -29.6% | 17,672 | -2.3% | 0.00% | -25.0% |
| Q4 2021 | $2,737,000 | -63.6% | 18,094 | -23.9% | 0.00% | -71.4% |
| Q3 2021 | $7,527,000 | -53.8% | 23,785 | -81.8% | 0.01% | -54.8% |
| Q2 2021 | $16,287,000 | +62542.3% | 130,400 | +65100.0% | 0.03% | – |
| Q1 2021 | $26,000 | – | 200 | – | 0.00% | – |
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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% |