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 | $185,939 | -20.0% | 6,515 | +0.4% | 0.04% | -17.0% |
| Q2 2023 | $232,407 | +39.4% | 6,490 | -38.1% | 0.05% | +30.6% |
| Q1 2023 | $166,687 | +20.2% | 10,490 | 0.0% | 0.04% | +12.5% |
| Q4 2022 | $138,678 | +90.0% | 10,490 | +197.4% | 0.03% | +77.8% |
| Q3 2022 | $73,000 | -48.6% | 3,527 | -21.2% | 0.02% | -43.8% |
| Q2 2022 | $142,000 | -42.7% | 4,477 | +96.6% | 0.03% | -31.9% |
| Q1 2022 | $248,000 | +8.8% | 2,277 | +51.1% | 0.05% | +23.7% |
| Q4 2021 | $228,000 | – | 1,507 | – | 0.04% | – |
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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% |