UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $376,864 | +76.6% | 10,524 | -21.6% | 0.00% | +50.0% |
| Q1 2023 | $213,434 | +20.7% | 13,432 | +0.4% | 0.00% | +100.0% |
| Q4 2022 | $176,844 | -29.8% | 13,377 | +10.2% | 0.00% | -66.7% |
| Q3 2022 | $252,000 | -15.4% | 12,143 | +28.9% | 0.00% | -25.0% |
| Q2 2022 | $298,000 | -26.2% | 9,424 | +154.4% | 0.00% | -20.0% |
| Q1 2022 | $404,000 | -17.0% | 3,705 | +15.2% | 0.01% | -16.7% |
| Q4 2021 | $487,000 | -32.0% | 3,217 | +42.1% | 0.01% | -40.0% |
| Q3 2021 | $716,000 | – | 2,264 | – | 0.01% | – |
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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% |