UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 6 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |