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 | $931,005 | -20.3% | 32,638 | +0.0% | 0.00% | 0.0% |
Q2 2023 | $1,167,925 | +124.8% | 32,628 | -0.1% | 0.00% | – |
Q1 2023 | $519,560 | +44.2% | 32,677 | +19.8% | 0.00% | – |
Q4 2022 | $360,240 | -21.6% | 27,266 | -38.2% | 0.00% | – |
Q3 2022 | $459,459 | +88.3% | 44,126 | +471.9% | 0.00% | – |
Q2 2022 | $244,000 | -93.1% | 7,716 | -31.0% | 0.00% | -100.0% |
Q3 2021 | $3,539,000 | +290.6% | 11,186 | +54.2% | 0.00% | – |
Q2 2021 | $906,000 | – | 7,252 | – | 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% |