UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 257 filers reported holding UPSTART HLDGS INC in Q2 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,228,660 | -27.4% | 78,089 | -8.9% | 0.00% | -25.0% |
| Q2 2023 | $3,071,066 | +112.1% | 85,760 | -5.9% | 0.00% | +100.0% |
| Q1 2023 | $1,447,786 | +19.0% | 91,113 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $1,216,663 | -37.5% | 92,032 | -1.7% | 0.00% | -33.3% |
| Q3 2022 | $1,947,000 | -48.0% | 93,667 | -20.9% | 0.00% | -50.0% |
| Q2 2022 | $3,743,000 | -53.3% | 118,379 | +61.1% | 0.01% | -45.5% |
| Q1 2022 | $8,015,000 | +1.5% | 73,475 | +40.7% | 0.01% | +22.2% |
| Q4 2021 | $7,900,000 | -57.1% | 52,215 | -10.2% | 0.01% | -62.5% |
| Q3 2021 | $18,404,000 | +588.8% | 58,160 | +171.8% | 0.02% | +700.0% |
| Q2 2021 | $2,672,000 | -15.3% | 21,395 | -12.6% | 0.00% | -25.0% |
| Q1 2021 | $3,154,000 | – | 24,475 | – | 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% |