UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,087,330 | -16.7% | 73,137 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $2,507,273 | +966.9% | 70,016 | +373.4% | 0.00% | – |
| Q1 2023 | $235,013 | -25.4% | 14,790 | -37.9% | 0.00% | – |
| Q4 2022 | $315,099 | -51.2% | 23,835 | -23.2% | 0.00% | – |
| Q3 2022 | $646,000 | -79.2% | 31,017 | -68.5% | 0.00% | -100.0% |
| Q2 2022 | $3,111,000 | -83.9% | 98,437 | -44.4% | 0.00% | -77.8% |
| Q1 2022 | $19,315,000 | -28.4% | 177,056 | -0.7% | 0.01% | -25.0% |
| Q4 2021 | $26,987,000 | -33.4% | 178,377 | +39.4% | 0.01% | -36.8% |
| Q3 2021 | $40,504,000 | +30584.8% | 128,000 | +12090.5% | 0.02% | – |
| Q2 2021 | $132,000 | +560.0% | 1,050 | +560.4% | 0.00% | – |
| Q1 2021 | $20,000 | – | 159 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 747,400 | $15,538,000 | 2.17% |
| WMG Financial Advisors, LLC | 78,918 | $1,641,000 | 1.48% |
| Bordeaux Wealth Advisors LLC | 105,396 | $2,191,000 | 1.38% |
| Kamunting Street Capital Management, L.P. | 32,406 | $674,000 | 1.11% |
| Azora Capital LP | 282,899 | $6,221,000 | 0.92% |
| Freshford Capital Management, LLC | 285,000 | $5,925,000 | 0.92% |
| GFG Capital, LLC | 117,463 | $2,442,000 | 0.81% |
| Synergy Financial Group, LTD | 16,834 | $350,000 | 0.52% |
| Maxi Investments CY Ltd | 30,100 | $626,000 | 0.47% |
| Must Asset Management Inc. | 25,080 | $526,000 | 0.43% |