UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,043,848 | +291.7% | 106,652 | +391.5% | 0.00% | – |
| Q2 2023 | $777,077 | +24569.1% | 21,700 | -89.1% | 0.00% | -100.0% |
| Q1 2023 | $3,150 | +528.7% | 198,241 | +423.0% | 0.00% | – |
| Q4 2022 | $501 | -100.0% | 37,908 | -75.9% | 0.00% | -100.0% |
| Q3 2022 | $3,276,000 | -18.4% | 157,563 | +24.0% | 0.00% | -33.3% |
| Q2 2022 | $4,017,000 | -78.7% | 127,043 | -26.5% | 0.00% | -70.0% |
| Q1 2022 | $18,861,000 | -48.2% | 172,898 | -28.2% | 0.01% | -47.4% |
| Q4 2021 | $36,436,000 | -32.5% | 240,821 | +41.2% | 0.02% | -42.4% |
| Q3 2021 | $53,961,000 | +1414.5% | 170,524 | +497.7% | 0.03% | +1550.0% |
| Q2 2021 | $3,563,000 | +513.3% | 28,528 | +532.5% | 0.00% | – |
| Q1 2021 | $581,000 | -66.0% | 4,510 | -89.2% | 0.00% | -100.0% |
| Q4 2020 | $1,708,000 | – | 41,910 | – | 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% |