UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,198 | -42.2% | 7,330 | -27.5% | 0.00% | -33.3% |
| Q2 2023 | $361,896 | +21390.3% | 10,106 | +9434.0% | 0.00% | – |
| Q1 2023 | $1,684 | +20.2% | 106 | 0.0% | 0.00% | – |
| Q4 2022 | $1,401 | -99.7% | 106 | -99.4% | 0.00% | -100.0% |
| Q2 2022 | $541,000 | -83.0% | 17,099 | -41.3% | 0.00% | -81.8% |
| Q1 2022 | $3,175,000 | -48.6% | 29,108 | -28.7% | 0.01% | -47.6% |
| Q4 2021 | $6,172,000 | +30.6% | 40,798 | +173.1% | 0.02% | +31.2% |
| Q3 2021 | $4,727,000 | +145.4% | 14,937 | -0.1% | 0.02% | +166.7% |
| Q1 2021 | $1,926,000 | – | 14,945 | – | 0.01% | – |
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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% |