UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,389,668 | +1164.5% | 118,769 | +1486.5% | 0.00% | – |
| Q2 2023 | $268,074 | +68.1% | 7,486 | -37.9% | 0.00% | – |
| Q4 2022 | $159,460 | -28.2% | 12,062 | +12.9% | 0.00% | – |
| Q3 2022 | $222,000 | -58.7% | 10,688 | -37.1% | 0.00% | -100.0% |
| Q2 2022 | $538,000 | -66.9% | 17,002 | -21.5% | 0.00% | -50.0% |
| Q1 2022 | $1,625,000 | -68.7% | 21,665 | -36.8% | 0.00% | -60.0% |
| Q4 2021 | $5,185,000 | -47.8% | 34,272 | +9.3% | 0.01% | -50.0% |
| Q3 2021 | $9,925,000 | +740.4% | 31,363 | +231.8% | 0.01% | +900.0% |
| Q2 2021 | $1,181,000 | -68.3% | 9,452 | -67.3% | 0.00% | -75.0% |
| Q1 2021 | $3,726,000 | – | 28,917 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 120,391 | $18,215,000 | 100.00% |
| Consolidated Investment Group LLC | 196,000 | $29,655,000 | 4.70% |
| Third Point | 4,000,000 | $605,200,000 | 4.22% |
| Bordeaux Wealth Advisors LLC | 60,000 | $9,078,000 | 4.17% |
| Vulcan Value Partners, LLC | 9,690,630 | $1,466,192,000 | 3.75% |
| Crawford Lake Capital Management, LLC | 59,397 | $8,987,000 | 2.74% |
| WMG Financial Advisors, LLC | 20,900 | $3,163,000 | 2.46% |
| Atlas Principals, LLC | 20,000 | $3,026,000 | 2.22% |
| Atlas Principals, LLC | 18,000 | $2,723,000 | 2.00% |
| Atika Capital Management LLC | 174,625 | $26,420,000 | 1.85% |