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 | $1,961,356 | -25.1% | 68,723 | -6.0% | 0.00% | 0.0% |
| Q2 2023 | $2,618,715 | +151.2% | 73,128 | +11.5% | 0.00% | – |
| Q1 2023 | $1,042,544 | +27.6% | 65,610 | +6.1% | 0.00% | – |
| Q4 2022 | $817,338 | -41.2% | 61,826 | -7.5% | 0.00% | -100.0% |
| Q3 2022 | $1,389,000 | -86.8% | 66,813 | -79.9% | 0.00% | -75.0% |
| Q2 2022 | $10,498,000 | -50.4% | 332,004 | +71.0% | 0.00% | -33.3% |
| Q1 2022 | $21,183,000 | +4.7% | 194,176 | +45.2% | 0.01% | 0.0% |
| Q4 2021 | $20,232,000 | +1.0% | 133,721 | +111.2% | 0.01% | -14.3% |
| Q3 2021 | $20,033,000 | +1607.8% | 63,306 | +574.0% | 0.01% | – |
| Q2 2021 | $1,173,000 | +762.5% | 9,392 | +791.1% | 0.00% | – |
| Q1 2021 | $136,000 | -76.7% | 1,054 | -92.7% | 0.00% | – |
| Q4 2020 | $584,000 | – | 14,346 | – | 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% |