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 | ||||
|---|---|---|---|---|---|---|
| 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 | 120,391 | $18,215,000 | 100.00% |
| Consolidated Investment Group LLC | 196,000 | $29,655,000 | 4.70% |
| Third Point | 4,000,000 | $605,200,000 | 4.22% |
| Bordeaux Wealth Advisors LLC | 60,000 | $9,078,000 | 4.17% |
| Vulcan Value Partners, LLC | 9,690,630 | $1,466,192,000 | 3.75% |
| Crawford Lake Capital Management, LLC | 59,397 | $8,987,000 | 2.74% |
| WMG Financial Advisors, LLC | 20,900 | $3,163,000 | 2.46% |
| Atlas Principals, LLC | 20,000 | $3,026,000 | 2.22% |
| Atlas Principals, LLC | 18,000 | $2,723,000 | 2.00% |
| Atika Capital Management LLC | 174,625 | $26,420,000 | 1.85% |