UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,821 | -62.3% | 2,096 | -52.7% | 0.00% | – |
| Q2 2023 | $158,638 | +179.2% | 4,430 | +23.9% | 0.00% | – |
| Q1 2023 | $56,823 | +32.3% | 3,576 | +10.1% | 0.00% | – |
| Q4 2022 | $42,951 | -42.7% | 3,249 | -11.2% | 0.00% | – |
| Q3 2022 | $75,000 | -37.0% | 3,659 | -2.2% | 0.00% | – |
| Q2 2022 | $119,000 | -76.4% | 3,740 | -19.2% | 0.00% | – |
| Q1 2022 | $505,000 | -19.5% | 4,627 | +11.8% | 0.00% | -100.0% |
| Q4 2021 | $627,000 | -12.2% | 4,140 | +83.6% | 0.00% | 0.0% |
| Q3 2021 | $714,000 | +436.8% | 2,255 | +112.1% | 0.00% | – |
| Q2 2021 | $133,000 | – | 1,063 | – | 0.00% | – |
Download | ||||||
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% |