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 | $1,602,450 | -12.2% | 56,148 | +10.2% | 0.00% | 0.0% |
| Q2 2023 | $1,824,716 | +131.0% | 50,956 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $789,852 | +12.1% | 49,708 | -6.8% | 0.00% | 0.0% |
| Q4 2022 | $704,771 | -50.9% | 53,311 | -22.8% | 0.00% | 0.0% |
| Q3 2022 | $1,435,000 | -51.5% | 69,043 | -26.2% | 0.00% | -66.7% |
| Q2 2022 | $2,958,000 | -73.3% | 93,536 | -7.8% | 0.00% | -70.0% |
| Q1 2022 | $11,065,000 | +37.2% | 101,430 | +90.4% | 0.01% | +42.9% |
| Q4 2021 | $8,062,000 | -32.7% | 53,282 | +40.7% | 0.01% | -36.4% |
| Q3 2021 | $11,982,000 | +545.9% | 37,865 | +155.0% | 0.01% | +450.0% |
| Q2 2021 | $1,855,000 | +280.1% | 14,850 | +292.2% | 0.00% | +100.0% |
| Q1 2021 | $488,000 | – | 3,786 | – | 0.00% | – |
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% |