UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 273 filers reported holding UPSTART HLDGS INC in Q4 2022. The put-call ratio across all filers is 1.37 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470 | -3.7% | 16,457 | -55.4% | 0.05% | -27.7% |
| Q4 2022 | $488 | -100.0% | 36,905 | -2.7% | 0.06% | -36.3% |
| Q2 2022 | $1,199,000 | -56.1% | 37,927 | +51.5% | 0.10% | -49.5% |
| Q1 2022 | $2,730,000 | +18.9% | 25,028 | +64.9% | 0.20% | -14.0% |
| Q4 2021 | $2,296,000 | +196.3% | 15,176 | +519.7% | 0.24% | +245.6% |
| Q3 2021 | $775,000 | -85.7% | 2,449 | -94.3% | 0.07% | -87.0% |
| Q2 2021 | $5,404,000 | – | 43,268 | – | 0.52% | – |
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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% |