UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,162 | +125.4% | 200,000 | 0.0% | 0.93% | +257.9% |
| Q1 2023 | $3,178 | -99.3% | 200,000 | +1318.4% | 0.26% | +374.5% |
| Q2 2022 | $445,000 | -34.7% | 14,100 | +213.3% | 0.06% | +71.9% |
| Q4 2021 | $681,000 | -84.6% | 4,500 | -47.4% | 0.03% | -90.7% |
| Q3 2021 | $4,430,000 | -4.1% | 8,555 | -54.9% | 0.34% | -9.7% |
| Q2 2021 | $4,621,000 | – | 18,982 | – | 0.38% | – |
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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% |