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 | $1,136,175 | -46.6% | 39,810 | -33.0% | 0.00% | -100.0% |
| Q2 2023 | $2,127,580 | +189.0% | 59,413 | +28.2% | 0.00% | – |
| Q1 2023 | $736,311 | +72.6% | 46,338 | +43.6% | 0.00% | – |
| Q4 2022 | $426,676 | -43.0% | 32,275 | -10.4% | 0.00% | – |
| Q3 2022 | $749,000 | -66.2% | 36,041 | -48.6% | 0.00% | -100.0% |
| Q2 2022 | $2,218,000 | -71.7% | 70,132 | -2.3% | 0.00% | -50.0% |
| Q1 2022 | $7,830,000 | -0.6% | 71,780 | +37.8% | 0.00% | 0.0% |
| Q4 2021 | $7,881,000 | -45.3% | 52,081 | +14.3% | 0.00% | -33.3% |
| Q3 2021 | $14,414,000 | +465.0% | 45,548 | +123.0% | 0.00% | +200.0% |
| Q2 2021 | $2,551,000 | +1484.5% | 20,429 | +1542.2% | 0.00% | – |
| Q1 2021 | $161,000 | – | 1,244 | – | 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% |