UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 433 filers reported holding UPSTART HLDGS INC in Q3 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,139,330 | -32.1% | 74,959 | -14.8% | 0.01% | -27.3% |
| Q2 2023 | $3,149,561 | +74.1% | 87,952 | +1.1% | 0.01% | +57.1% |
| Q3 2022 | $1,809,000 | +12.6% | 86,994 | +71.2% | 0.01% | +16.7% |
| Q2 2022 | $1,607,000 | -40.6% | 50,821 | +105.0% | 0.01% | -33.3% |
| Q1 2022 | $2,704,000 | +31.6% | 24,786 | +82.5% | 0.01% | +50.0% |
| Q4 2021 | $2,055,000 | -52.2% | 13,580 | 0.0% | 0.01% | -53.8% |
| Q3 2021 | $4,297,000 | +65.3% | 13,580 | -34.7% | 0.01% | +44.4% |
| Q2 2021 | $2,599,000 | – | 20,808 | – | 0.01% | – |
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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% |