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 | $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 ↓ |
|---|---|---|---|
| Kuvari Partners LLP | 120,391 | $18,215,000 | 100.00% |
| Consolidated Investment Group LLC | 196,000 | $29,655,000 | 4.70% |
| Third Point | 4,000,000 | $605,200,000 | 4.22% |
| Bordeaux Wealth Advisors LLC | 60,000 | $9,078,000 | 4.17% |
| Vulcan Value Partners, LLC | 9,690,630 | $1,466,192,000 | 3.75% |
| Crawford Lake Capital Management, LLC | 59,397 | $8,987,000 | 2.74% |
| WMG Financial Advisors, LLC | 20,900 | $3,163,000 | 2.46% |
| Atlas Principals, LLC | 20,000 | $3,026,000 | 2.22% |
| Atlas Principals, LLC | 18,000 | $2,723,000 | 2.00% |
| Atika Capital Management LLC | 174,625 | $26,420,000 | 1.85% |