UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 307 filers reported holding UPSTART HLDGS INC in Q3 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010,117 | -20.3% | 35,393 | 0.0% | 0.15% | -11.8% |
| Q2 2023 | $1,267,424 | +125.4% | 35,393 | 0.0% | 0.17% | +129.7% |
| Q1 2023 | $562,395 | +216.2% | 35,393 | +163.1% | 0.07% | +184.6% |
| Q4 2022 | $177,835 | +50.7% | 13,452 | +136.2% | 0.03% | +23.8% |
| Q3 2022 | $118,000 | -30.6% | 5,695 | +5.7% | 0.02% | -27.6% |
| Q2 2022 | $170,000 | +11.1% | 5,387 | +285.1% | 0.03% | +31.8% |
| Q1 2022 | $153,000 | +7.7% | 1,399 | +49.3% | 0.02% | +15.8% |
| Q4 2021 | $142,000 | +343.8% | 937 | +837.0% | 0.02% | +375.0% |
| Q3 2021 | $32,000 | – | 100 | – | 0.00% | – |
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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% |