UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 135 filers reported holding UPSTART HLDGS INC in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,232 | -21.3% | 24,430 | -1.2% | 0.00% | -20.0% |
| Q2 2023 | $885,545 | +18.1% | 24,729 | +4.3% | 0.01% | -28.6% |
| Q2 2022 | $750,000 | -72.1% | 23,710 | -3.8% | 0.01% | -56.2% |
| Q1 2022 | $2,688,000 | -26.2% | 24,640 | +2.4% | 0.02% | -15.8% |
| Q4 2021 | $3,641,000 | -46.9% | 24,063 | +11.2% | 0.02% | -59.6% |
| Q3 2021 | $6,851,000 | +688.4% | 21,649 | +211.2% | 0.05% | +840.0% |
| Q2 2021 | $869,000 | -3.4% | 6,957 | -0.4% | 0.01% | -16.7% |
| Q1 2021 | $900,000 | – | 6,988 | – | 0.01% | – |
Download | ||||||
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% |