UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 351 filers reported holding UPSTART HLDGS INC in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
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 | 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% |