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 | $33 | -19.5% | 1,144 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $41 | +127.8% | 1,144 | -0.7% | 0.00% | +100.0% |
| Q1 2023 | $18 | +20.0% | 1,152 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $15 | -99.9% | 1,155 | -9.8% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -41.3% | 1,280 | -11.7% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | -70.9% | 1,449 | +0.2% | 0.00% | -75.0% |
| Q1 2022 | $158,000 | -37.1% | 1,446 | -12.9% | 0.00% | -20.0% |
| Q4 2021 | $251,000 | -52.0% | 1,661 | +0.5% | 0.01% | -58.3% |
| Q3 2021 | $523,000 | +321.8% | 1,652 | +65.9% | 0.01% | +500.0% |
| Q2 2021 | $124,000 | – | 996 | – | 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% |