UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 281 filers reported holding UPSTART HLDGS INC in Q1 2024. The put-call ratio across all filers is 1.15 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,810 | -99.5% | 10,844 | -99.1% | 0.00% | -100.0% |
| Q4 2023 | $51,564,503 | +2158.4% | 1,261,980 | +1477.5% | 0.14% | +2233.3% |
| Q3 2023 | $2,283,200 | -89.2% | 80,000 | -86.4% | 0.01% | -89.5% |
| Q2 2023 | $21,127,900 | +34.5% | 590,000 | -40.3% | 0.06% | +11.8% |
| Q1 2023 | $15,706,343 | +132925.7% | 988,442 | +10.6% | 0.05% | +6.2% |
| Q4 2022 | $11,807 | -100.0% | 893,718 | -25.7% | 0.05% | -53.4% |
| Q3 2022 | $25,055,000 | -36.6% | 1,202,919 | -0.0% | 0.10% | +51.5% |
| Q2 2022 | $39,538,000 | -31.2% | 1,203,024 | +128.3% | 0.07% | -60.5% |
| Q1 2022 | $57,452,000 | +233.9% | 526,883 | +363.4% | 0.17% | +290.9% |
| Q4 2021 | $17,207,000 | -61.9% | 113,704 | -24.9% | 0.04% | -60.7% |
| Q3 2021 | $45,173,000 | -9.3% | 151,335 | -62.0% | 0.11% | -11.8% |
| Q2 2021 | $49,818,000 | +224.0% | 398,557 | +233.2% | 0.13% | +262.9% |
| Q1 2021 | $15,378,000 | – | 119,600 | – | 0.04% | – |
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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% |