BANK OF MONTREAL /CAN/ - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$45,161,645
-41.8%
1,386,177
-33.1%
0.02%
-40.7%
Q2 2023$77,614,895
+29162.6%
2,070,835
+10229.4%
0.03%
Q4 2022$265,236
-89.4%
20,048
-78.1%
0.00%
-100.0%
Q3 2022$2,502,000
-46.0%
91,398
-9.2%
0.00%
-50.0%
Q2 2022$4,632,000
-71.2%
100,711
-28.0%
0.00%
-75.0%
Q1 2022$16,087,000
-29.3%
139,895
-1.6%
0.01%
-33.3%
Q4 2021$22,747,000
-41.9%
142,134
+16.6%
0.01%
-33.3%
Q3 2021$39,121,000
+391.6%
121,884
+90.2%
0.02%
+350.0%
Q2 2021$7,958,000
+61115.4%
64,076
+58150.9%
0.00%
Q1 2021$13,0001100.00%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2022
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