UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753 | +202.4% | 26,390 | +280.0% | 0.01% | +350.0% |
| Q2 2023 | $249 | -98.4% | 6,945 | -99.3% | 0.00% | -98.9% |
| Q1 2023 | $16,035 | +17.4% | 1,009,133 | -2.4% | 0.19% | +11.4% |
| Q4 2022 | $13,664 | -99.9% | 1,033,607 | +45.0% | 0.17% | -8.7% |
| Q3 2022 | $14,822,000 | +310.4% | 712,921 | +524.1% | 0.18% | +381.6% |
| Q2 2022 | $3,612,000 | +189.0% | 114,237 | +897.4% | 0.04% | +322.2% |
| Q1 2022 | $1,250,000 | +5.3% | 11,454 | +46.0% | 0.01% | +50.0% |
| Q4 2021 | $1,187,000 | -61.1% | 7,844 | -18.6% | 0.01% | -57.1% |
| Q3 2021 | $3,048,000 | +870.7% | 9,633 | +283.5% | 0.01% | +1300.0% |
| Q2 2021 | $314,000 | -68.8% | 2,512 | -67.8% | 0.00% | -80.0% |
| Q1 2021 | $1,005,000 | – | 7,798 | – | 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% |