UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,882 | +43.2% | 560 | 0.0% | 0.01% | +50.0% |
| Q3 2023 | $15,982 | -20.3% | 560 | 0.0% | 0.01% | -20.0% |
| Q2 2023 | $20,054 | +125.4% | 560 | 0.0% | 0.01% | +100.0% |
| Q1 2023 | $8,898 | +20.2% | 560 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $7,403 | -38.3% | 560 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $12,000 | -33.3% | 560 | 0.0% | 0.01% | -33.3% |
| Q2 2022 | $18,000 | -78.3% | 560 | -26.3% | 0.01% | -74.3% |
| Q1 2022 | $83,000 | -24.5% | 760 | +4.8% | 0.04% | -18.6% |
| Q4 2021 | $110,000 | +115.7% | 725 | +353.1% | 0.04% | +104.8% |
| Q3 2021 | $51,000 | -10.5% | 160 | -65.2% | 0.02% | +16.7% |
| Q2 2021 | $57,000 | +338.5% | 460 | +360.0% | 0.02% | +350.0% |
| Q1 2021 | $13,000 | – | 100 | – | 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% |