UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,173,769 | -34.4% | 741,898 | -18.4% | 0.02% | -47.5% |
| Q2 2023 | $32,285,550 | +56.7% | 909,196 | -7.3% | 0.04% | +21.2% |
| Q3 2022 | $20,601,000 | -5.4% | 980,982 | +44.9% | 0.03% | -8.3% |
| Q2 2022 | $21,788,000 | -77.6% | 676,826 | -20.6% | 0.04% | -71.4% |
| Q1 2022 | $97,303,000 | -15.7% | 852,485 | +14.8% | 0.13% | -7.4% |
| Q4 2021 | $115,448,000 | -36.6% | 742,766 | +30.4% | 0.14% | -34.3% |
| Q3 2021 | $182,205,000 | +456.3% | 569,391 | +113.7% | 0.21% | +305.9% |
| Q2 2021 | $32,751,000 | +17.1% | 266,418 | +23.2% | 0.05% | +21.4% |
| Q1 2021 | $27,967,000 | – | 216,330 | – | 0.04% | – |
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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% |