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 | $853,000 | -5.2% | 29,909 | +19.1% | 0.00% | – |
| Q2 2023 | $900,000 | +104.5% | 25,106 | -9.4% | 0.00% | – |
| Q1 2023 | $440,000 | +34.1% | 27,725 | +11.5% | 0.00% | – |
| Q4 2022 | $328,000 | -63.8% | 24,866 | -42.8% | 0.00% | – |
| Q3 2022 | $905,000 | -11.5% | 43,498 | +34.5% | 0.00% | – |
| Q2 2022 | $1,023,000 | -82.2% | 32,342 | -38.6% | 0.00% | -100.0% |
| Q1 2022 | $5,749,000 | +22.4% | 52,690 | +69.7% | 0.00% | 0.0% |
| Q4 2021 | $4,698,000 | -60.3% | 31,048 | -17.1% | 0.00% | -66.7% |
| Q3 2021 | $11,846,000 | +221.6% | 37,435 | +26.9% | 0.00% | +200.0% |
| Q2 2021 | $3,683,000 | +171.6% | 29,489 | +180.3% | 0.00% | – |
| Q1 2021 | $1,356,000 | +93.7% | 10,521 | -38.7% | 0.00% | – |
| Q4 2020 | $700,000 | – | 17,162 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 296,738 | $32,371,000 | 100.00% |
| Vulcan Value Partners, LLC | 7,241,207 | $789,944,000 | 4.85% |
| Kamunting Street Capital Management, L.P. | 33,860 | $3,694,000 | 4.60% |
| PURSUE WEALTH PARTNERS LLC | 90,832 | $8,656,290,000 | 3.58% |
| Consolidated Investment Group LLC | 199,200 | $21,731,000 | 3.54% |
| Bordeaux Wealth Advisors LLC | 60,000 | $6,545,000 | 3.53% |
| WMG Financial Advisors, LLC | 40,025 | $4,368,000 | 3.21% |
| GFG Capital, LLC | 82,481 | $8,998,000 | 2.67% |
| JAT Capital Mgmt LP | 54,300 | $5,924,000 | 1.79% |
| LA FINANCIERE DE L'ECHIQUIER | 397,024 | $43,312,000 | 1.78% |