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 | $195,675,920 | -19.3% | 6,856,199 | +1.3% | 0.01% | -16.7% |
| Q2 2023 | $242,375,222 | +137.8% | 6,768,367 | +5.5% | 0.01% | +100.0% |
| Q1 2023 | $101,940,436 | +20.6% | 6,415,383 | +0.3% | 0.00% | +50.0% |
| Q4 2022 | $84,561,492 | -32.3% | 6,396,482 | +6.4% | 0.00% | -50.0% |
| Q3 2022 | $124,989,000 | -34.8% | 6,011,997 | -0.8% | 0.00% | -20.0% |
| Q2 2022 | $191,573,000 | -69.8% | 6,058,614 | +4.1% | 0.01% | -66.7% |
| Q1 2022 | $635,145,000 | -15.7% | 5,822,210 | +16.9% | 0.02% | -11.8% |
| Q4 2021 | $753,707,000 | -46.2% | 4,981,542 | +12.4% | 0.02% | -51.4% |
| Q3 2021 | $1,401,921,000 | +688.0% | 4,430,290 | +211.0% | 0.04% | +775.0% |
| Q2 2021 | $177,918,000 | +44.4% | 1,424,490 | +49.0% | 0.00% | +33.3% |
| Q1 2021 | $123,175,000 | +274.2% | 955,877 | +18.3% | 0.00% | +200.0% |
| Q4 2020 | $32,918,000 | – | 807,781 | – | 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% |