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 | $939,979 | -27.4% | 32,935 | -8.9% | 0.00% | – |
| Q2 2023 | $1,294,463 | +164.6% | 36,148 | +17.4% | 0.00% | – |
| Q1 2023 | $489,150 | +32.9% | 30,783 | +8.4% | 0.00% | – |
| Q4 2022 | $368,000 | -34.6% | 28,399 | +4.8% | 0.00% | – |
| Q3 2022 | $563,000 | -70.7% | 27,097 | -56.1% | 0.00% | -100.0% |
| Q2 2022 | $1,920,000 | -74.2% | 61,791 | -13.7% | 0.00% | -50.0% |
| Q1 2022 | $7,436,000 | +9.6% | 71,620 | +60.3% | 0.00% | 0.0% |
| Q4 2021 | $6,787,000 | -62.1% | 44,680 | -20.9% | 0.00% | -66.7% |
| Q3 2021 | $17,891,000 | -71.1% | 56,517 | -88.6% | 0.01% | -68.4% |
| Q2 2021 | $61,924,000 | -38.1% | 495,708 | -36.1% | 0.02% | -42.4% |
| Q1 2021 | $99,994,000 | +557.8% | 776,153 | +101.8% | 0.03% | +560.0% |
| Q4 2020 | $15,201,000 | – | 384,526 | – | 0.01% | – |
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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% |