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 | $2,281,345 | +29.4% | 79,935 | +62.4% | 0.00% | +33.3% |
| Q2 2023 | $1,762,819 | +195.7% | 49,227 | +31.2% | 0.00% | +200.0% |
| Q1 2023 | $596,097 | +59.6% | 37,514 | +32.8% | 0.00% | 0.0% |
| Q4 2022 | $373,491 | -51.7% | 28,252 | -24.1% | 0.00% | -50.0% |
| Q3 2022 | $773,000 | -21.1% | 37,205 | +20.1% | 0.00% | 0.0% |
| Q2 2022 | $980,000 | -55.0% | 30,990 | +55.1% | 0.00% | -50.0% |
| Q1 2022 | $2,180,000 | +20.2% | 19,983 | +66.8% | 0.00% | +33.3% |
| Q4 2021 | $1,813,000 | -47.4% | 11,980 | +10.1% | 0.00% | -57.1% |
| Q3 2021 | $3,444,000 | +595.8% | 10,884 | +174.8% | 0.01% | +600.0% |
| Q2 2021 | $495,000 | – | 3,961 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WMG Financial Advisors, LLC | 79,328 | $2,505,000 | 2.17% |
| SANDLER CAPITAL MANAGEMENT | 450,000 | $14,229,000 | 1.51% |
| Bordeaux Wealth Advisors LLC | 60,000 | $1,897,000 | 1.31% |
| Vulcan Value Partners, LLC | 3,996,381 | $126,365,000 | 1.24% |
| Consolidated Investment Group LLC | 199,200 | $6,299,000 | 1.20% |
| Kamunting Street Capital Management, L.P. | 22,406 | $708,000 | 0.96% |
| Coatue Management | 2,362,290 | $74,696,000 | 0.90% |
| GFG Capital, LLC | 89,482 | $2,830,000 | 0.86% |
| AtonRa Partners | 27,871 | $881,000 | 0.81% |
| Synergy Financial Group, LTD | 15,202 | $481,000 | 0.75% |