UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,585,902 | -16.9% | 721,300 | +4.2% | 0.05% | -28.0% |
Q2 2023 | $24,776,939 | +132.0% | 691,900 | +2.9% | 0.08% | +226.1% |
Q1 2023 | $10,679,669 | +5.1% | 672,100 | -12.6% | 0.02% | -20.7% |
Q4 2022 | $10,163,536 | -24.3% | 768,800 | +19.0% | 0.03% | -29.3% |
Q3 2022 | $13,433,000 | -11.8% | 646,136 | +34.1% | 0.04% | -18.0% |
Q2 2022 | $15,237,000 | -47.7% | 481,882 | +80.3% | 0.05% | -46.2% |
Q1 2022 | $29,160,000 | +97.5% | 267,302 | +173.9% | 0.09% | +89.8% |
Q4 2021 | $14,763,000 | -58.7% | 97,574 | -13.7% | 0.05% | -62.0% |
Q3 2021 | $35,789,000 | +780.9% | 113,100 | +247.7% | 0.13% | +706.2% |
Q2 2021 | $4,063,000 | +915.8% | 32,532 | +949.4% | 0.02% | +700.0% |
Q1 2021 | $400,000 | – | 3,100 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
AtonRa Partners | 27,871 | $881,000 | 0.81% |
Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |