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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,114,316 | +28.4% | 39,044 | +61.1% | 0.13% | +22.6% |
| Q2 2023 | $867,640 | +131.7% | 24,229 | +2.8% | 0.11% | +116.3% |
| Q1 2023 | $374,431 | +41.4% | 23,564 | +17.7% | 0.05% | +44.1% |
| Q4 2022 | $264,769 | -17.3% | 20,028 | +30.1% | 0.03% | -20.9% |
| Q3 2022 | $320,000 | +4.6% | 15,393 | +58.9% | 0.04% | +4.9% |
| Q2 2022 | $306,000 | +38.5% | 9,688 | +563.6% | 0.04% | +78.3% |
| Q4 2021 | $221,000 | – | 1,460 | – | 0.02% | – |
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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% |