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 | $1,027,098 | -17.4% | 35,988 | +3.7% | 0.01% | -12.5% |
| Q2 2023 | $1,242,893 | +10005.6% | 34,708 | +4384.2% | 0.01% | – |
| Q1 2023 | $12,299 | +17.3% | 774 | -2.4% | 0.00% | – |
| Q4 2022 | $10,483 | -38.3% | 793 | -2.0% | 0.00% | – |
| Q3 2022 | $17,000 | -37.0% | 809 | -3.7% | 0.00% | – |
| Q2 2022 | $27,000 | -72.7% | 840 | -7.9% | 0.00% | -100.0% |
| Q1 2022 | $99,000 | -24.4% | 912 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $131,000 | -53.2% | 866 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $280,000 | +775.0% | 885 | +240.4% | 0.00% | – |
| Q2 2021 | $32,000 | +28.0% | 260 | +32.7% | 0.00% | – |
| Q1 2021 | $25,000 | – | 196 | – | 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% |