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 | $853,412 | +22.5% | 29,902 | +53.7% | 0.00% | – |
| Q2 2023 | $696,817 | +216.4% | 19,459 | +16.8% | 0.00% | – |
| Q4 2022 | $220,249 | -28.0% | 16,660 | +13.3% | 0.00% | – |
| Q3 2022 | $306,000 | -26.3% | 14,710 | +12.1% | 0.00% | – |
| Q2 2022 | $415,000 | -67.8% | 13,118 | +11.1% | 0.00% | -100.0% |
| Q1 2022 | $1,288,000 | +345.7% | 11,811 | +517.4% | 0.00% | – |
| Q4 2021 | $289,000 | -82.6% | 1,913 | -63.5% | 0.00% | -100.0% |
| Q3 2021 | $1,657,000 | -76.8% | 5,237 | -90.8% | 0.00% | -75.0% |
| Q2 2021 | $7,147,000 | +0.1% | 57,225 | +3.2% | 0.00% | -20.0% |
| Q1 2021 | $7,143,000 | +1988.6% | 55,436 | +560.3% | 0.01% | – |
| Q4 2020 | $342,000 | – | 8,395 | – | 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% |