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 | $110,410 | -48.1% | 32,000 | -95.0% | 0.02% | -51.4% |
| Q2 2023 | $212,765 | +78994.8% | 634,000 | -1.2% | 0.04% | -11.9% |
| Q1 2023 | $269 | -64.5% | 641,800 | +346.6% | 0.04% | -45.5% |
| Q4 2022 | $758 | -99.9% | 143,700 | +13.9% | 0.08% | +13.2% |
| Q3 2022 | $1,022,000 | -59.7% | 126,200 | -17.2% | 0.07% | -46.5% |
| Q2 2022 | $2,533,000 | -73.2% | 152,423 | -42.7% | 0.13% | -67.9% |
| Q1 2022 | $9,467,000 | +128.5% | 265,853 | +106.9% | 0.40% | +247.4% |
| Q4 2021 | $4,143,000 | -62.8% | 128,519 | -2.8% | 0.11% | -68.4% |
| Q3 2021 | $11,129,000 | +1024.1% | 132,200 | +98.5% | 0.36% | +1064.5% |
| Q2 2021 | $990,000 | – | 66,600 | – | 0.03% | – |
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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% |