UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 474 filers reported holding UPSTART HLDGS INC in Q4 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $155 | -20.5% | 5,440 | 0.0% | 0.00% | -40.0% |
| Q2 2023 | $195 | +126.7% | 5,440 | 0.0% | 0.01% | +150.0% |
| Q1 2023 | $86 | +10.3% | 5,440 | -8.0% | 0.00% | 0.0% |
| Q4 2022 | $78 | -100.0% | 5,910 | -33.7% | 0.00% | -60.0% |
| Q3 2022 | $187,000 | -30.2% | 8,910 | +5.4% | 0.01% | -16.7% |
| Q2 2022 | $268,000 | -86.7% | 8,454 | -54.1% | 0.01% | -81.8% |
| Q1 2022 | $2,011,000 | +7.8% | 18,414 | +53.1% | 0.03% | -5.7% |
| Q4 2021 | $1,865,000 | -33.0% | 12,031 | +36.7% | 0.04% | -51.4% |
| Q3 2021 | $2,785,000 | +62.9% | 8,800 | +109.5% | 0.07% | +89.5% |
| Q2 2021 | $1,710,000 | – | 4,200 | – | 0.04% | – |
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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% |