FIRST TRUST ADVISORS LP - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
FIRST TRUST ADVISORS LP ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$6,715,690
+1785.1%
235,308
+949.5%
0.01%
Q1 2023$356,253
-84.8%
22,420
-87.3%
0.00%
-100.0%
Q4 2022$2,339,120
-2.5%
176,938
+53.4%
0.00%0.0%
Q3 2022$2,398,000
-63.6%
115,323
+91.1%
0.00%
-57.1%
Q1 2022$6,582,000
-27.0%
60,338
+1.3%
0.01%
-22.2%
Q4 2021$9,014,000
-67.6%
59,575
-32.2%
0.01%
-70.0%
Q3 2021$27,822,000
+461.9%
87,921
+121.8%
0.03%
+500.0%
Q2 2021$4,951,00039,6370.01%
Other shareholders
UPSTART HLDGS INC shareholders Q4 2021
NameSharesValueWeighting ↓
Kuvari Partners LLP 296,738$32,371,000100.00%
Vulcan Value Partners, LLC 7,241,207$789,944,0004.85%
Kamunting Street Capital Management, L.P. 33,860$3,694,0004.60%
PURSUE WEALTH PARTNERS LLC 90,832$8,656,290,0003.58%
Consolidated Investment Group LLC 199,200$21,731,0003.54%
Bordeaux Wealth Advisors LLC 60,000$6,545,0003.53%
WMG Financial Advisors, LLC 40,025$4,368,0003.21%
GFG Capital, LLC 82,481$8,998,0002.67%
JAT Capital Mgmt LP 54,300$5,924,0001.79%
LA FINANCIERE DE L'ECHIQUIER 397,024$43,312,0001.78%
View complete list of UPSTART HLDGS INC shareholders