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 | $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% | – |
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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% |