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 | $49,909,125 | -19.2% | 1,748,743 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $61,753,056 | +232.8% | 1,724,464 | +47.7% | 0.00% | +200.0% |
| Q1 2023 | $18,557,867 | -40.1% | 1,167,896 | -50.2% | 0.00% | 0.0% |
| Q4 2022 | $30,986,306 | +26.9% | 2,343,896 | +99.6% | 0.00% | -50.0% |
| Q3 2022 | $24,414,000 | -41.5% | 1,174,322 | -11.0% | 0.00% | 0.0% |
| Q2 2022 | $41,711,000 | -60.4% | 1,319,132 | +36.6% | 0.00% | -60.0% |
| Q1 2022 | $105,379,000 | -11.6% | 965,978 | +22.5% | 0.01% | -16.7% |
| Q4 2021 | $119,266,000 | -44.6% | 788,272 | +15.9% | 0.01% | -45.5% |
| Q3 2021 | $215,137,000 | +509.3% | 679,868 | +140.5% | 0.01% | +450.0% |
| Q2 2021 | $35,311,000 | +126.3% | 282,713 | +133.5% | 0.00% | +100.0% |
| Q1 2021 | $15,601,000 | – | 121,072 | – | 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% |