UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 264 filers reported holding UPSTART HLDGS INC in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,663,838 | +578.3% | 93,337 | +751.1% | 0.10% | +580.0% |
| Q2 2023 | $392,728 | -65.3% | 10,967 | -84.6% | 0.02% | -66.7% |
| Q1 2023 | $1,132,290 | -19.8% | 71,258 | -33.3% | 0.04% | -26.2% |
| Q4 2022 | $1,411,380 | -67.0% | 106,761 | -48.2% | 0.06% | -70.1% |
| Q3 2022 | $4,282,000 | -27.0% | 205,965 | +11.1% | 0.20% | -23.0% |
| Q2 2022 | $5,863,000 | -70.7% | 185,425 | +1.1% | 0.26% | -63.6% |
| Q1 2022 | $20,001,000 | -8.9% | 183,341 | +26.4% | 0.73% | +0.7% |
| Q4 2021 | $21,953,000 | -30.4% | 145,095 | +45.5% | 0.72% | -39.1% |
| Q3 2021 | $31,562,000 | +182.4% | 99,741 | +11.5% | 1.19% | +181.5% |
| Q2 2021 | $11,175,000 | -5.0% | 89,470 | -2.0% | 0.42% | -14.4% |
| Q1 2021 | $11,768,000 | – | 91,325 | – | 0.49% | – |
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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% |