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 | $1,916,204 | -29.4% | 67,141 | -11.4% | 0.00% | -33.3% |
| Q2 2023 | $2,714,827 | +154.4% | 75,812 | +12.9% | 0.00% | +200.0% |
| Q1 2023 | $1,067,284 | +11.4% | 67,167 | -7.3% | 0.00% | 0.0% |
| Q4 2022 | $957,961 | -61.3% | 72,463 | -39.2% | 0.00% | -66.7% |
| Q3 2022 | $2,478,000 | -20.2% | 119,211 | +21.4% | 0.00% | 0.0% |
| Q2 2022 | $3,105,000 | -60.7% | 98,214 | +35.7% | 0.00% | -57.1% |
| Q1 2022 | $7,894,000 | -46.2% | 72,369 | -25.4% | 0.01% | 0.0% |
| Q4 2021 | $14,673,000 | -70.3% | 96,982 | -38.0% | 0.01% | -75.0% |
| Q3 2021 | $49,475,000 | +458.0% | 156,346 | +120.2% | 0.03% | +460.0% |
| Q2 2021 | $8,866,000 | – | 70,995 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 747,400 | $15,538,000 | 2.17% |
| WMG Financial Advisors, LLC | 78,918 | $1,641,000 | 1.48% |
| Bordeaux Wealth Advisors LLC | 105,396 | $2,191,000 | 1.38% |
| Kamunting Street Capital Management, L.P. | 32,406 | $674,000 | 1.11% |
| Azora Capital LP | 282,899 | $6,221,000 | 0.92% |
| Freshford Capital Management, LLC | 285,000 | $5,925,000 | 0.92% |
| GFG Capital, LLC | 117,463 | $2,442,000 | 0.81% |
| Synergy Financial Group, LTD | 16,834 | $350,000 | 0.52% |
| Maxi Investments CY Ltd | 30,100 | $626,000 | 0.47% |
| Must Asset Management Inc. | 25,080 | $526,000 | 0.43% |