ADVISORY RESEARCH INC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
ADVISORY RESEARCH INC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q1 2022$458,000
-72.3%
4,196
-61.6%
0.04%
-71.5%
Q4 2021$1,654,000
-61.1%
10,934
-18.6%
0.13%
-52.4%
Q3 2021$4,251,000
+55.0%
13,435
-38.8%
0.27%
+50.8%
Q2 2021$2,743,000
+180.5%
21,960
+189.4%
0.18%
+162.3%
Q1 2021$978,0007,5890.07%
Other shareholders
UPSTART HLDGS INC shareholders Q2 2021
NameSharesValueWeighting ↓
SANDLER CAPITAL MANAGEMENT 475,000$13,556,5001.40%
WMG Financial Advisors, LLC 54,497$1,555,3441.32%
Freshford Capital Management, LLC 218,468$6,235,0761.04%
Capital Impact Advisors, LLC 19,447$555,0170.93%
Union Square Park Capital Management, LLC 25,000$713,5000.82%
Zweig-DiMenna Associates LLC 188,693$5,385,2980.64%
PayPay Securities Corp 363$10,3600.47%
Tyler-Stone Wealth Management 28,727$8200.47%
Legacy Capital Group California, Inc. 33,758$963,4530.41%
DeepCurrents Investment Group LLC 3,300$9,418,2000.41%
View complete list of UPSTART HLDGS INC shareholders