UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 274 filers reported holding UPSTART HLDGS INC in Q2 2024. The put-call ratio across all filers is 1.29 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $172,190,888 | -10.2% | 7,299,317 | +2.4% | 0.00% | -25.0% |
| Q1 2024 | $191,698,137 | -33.1% | 7,128,975 | +1.6% | 0.00% | -33.3% |
| Q4 2023 | $286,588,689 | +46.5% | 7,013,918 | +2.3% | 0.01% | +20.0% |
| 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 ↓ |
|---|---|---|---|
| WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
| SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
| Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
| Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
| Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
| Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
| Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
| GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
| AtonRa Partners | 27,871 | $881,000 | 0.81% |
| Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |