UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,640,521 | -61.3% | 92,520 | -51.5% | 0.00% | -50.0% |
| Q2 2023 | $6,824,920 | +269.5% | 190,587 | +64.0% | 0.00% | +100.0% |
| Q1 2023 | $1,847,006 | +72.8% | 116,237 | +43.7% | 0.00% | – |
| Q4 2022 | $1,069,062 | -1.0% | 80,867 | +55.8% | 0.00% | – |
| Q3 2022 | $1,080,000 | -41.0% | 51,899 | -10.3% | 0.00% | -100.0% |
| Q2 2022 | $1,829,000 | -50.3% | 57,880 | +71.7% | 0.00% | 0.0% |
| Q1 2022 | $3,678,000 | -67.8% | 33,716 | -55.3% | 0.00% | -66.7% |
| Q4 2021 | $11,422,000 | -47.0% | 75,492 | +10.8% | 0.00% | -40.0% |
| Q3 2021 | $21,550,000 | +1868.0% | 68,103 | +677.0% | 0.01% | – |
| Q2 2021 | $1,095,000 | -45.3% | 8,765 | -43.6% | 0.00% | -100.0% |
| Q1 2021 | $2,002,000 | – | 15,540 | – | 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% |