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 | $222,583 | -39.6% | 7,799 | -66.4% | 0.00% | 0.0% |
| Q1 2023 | $368,362 | +25.3% | 23,182 | +63.9% | 0.00% | 0.0% |
| Q3 2022 | $294,000 | -76.8% | 14,141 | -64.7% | 0.00% | -66.7% |
| Q2 2022 | $1,266,000 | -60.9% | 40,027 | +35.0% | 0.00% | -57.1% |
| Q1 2022 | $3,235,000 | +21.9% | 29,651 | +69.1% | 0.01% | +40.0% |
| Q4 2021 | $2,653,000 | +48.4% | 17,537 | +210.3% | 0.01% | +25.0% |
| Q3 2021 | $1,788,000 | +677.4% | 5,651 | +217.1% | 0.00% | – |
| Q1 2021 | $230,000 | – | 1,782 | – | 0.00% | – |
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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% |