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 | $20,512,982 | -19.4% | 718,745 | +1.1% | 0.00% | -20.0% |
| Q2 2023 | $25,448,520 | +444.5% | 710,654 | +141.6% | 0.01% | +400.0% |
| Q1 2023 | $4,673,900 | +21.0% | 294,141 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $3,861,444 | -34.4% | 292,091 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $5,884,000 | -55.7% | 283,008 | -32.6% | 0.00% | -66.7% |
| Q2 2022 | $13,279,000 | -71.9% | 419,944 | -3.1% | 0.00% | -62.5% |
| Q1 2022 | $47,263,000 | -8.9% | 433,243 | +26.4% | 0.01% | 0.0% |
| Q4 2021 | $51,874,000 | -47.7% | 342,860 | +9.5% | 0.01% | -55.6% |
| Q3 2021 | $99,113,000 | +838.5% | 313,215 | +270.4% | 0.02% | +800.0% |
| Q2 2021 | $10,561,000 | +11.1% | 84,553 | +14.7% | 0.00% | 0.0% |
| Q1 2021 | $9,502,000 | – | 73,737 | – | 0.00% | – |
Download | ||||||
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% |