UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 6 filers reported holding UPSTART HLDGS INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51 | -81.7% | 1,780 | -77.2% | 0.00% | -100.0% |
| Q2 2023 | $279 | +138.5% | 7,810 | +6.0% | 0.00% | +100.0% |
| Q1 2023 | $117 | +108.9% | 7,369 | +73.5% | 0.00% | – |
| Q4 2022 | $56 | -99.9% | 4,247 | -2.9% | 0.00% | -100.0% |
| Q3 2022 | $91,000 | -77.9% | 4,373 | -66.4% | 0.00% | -66.7% |
| Q2 2022 | $411,000 | -36.2% | 13,010 | +120.5% | 0.00% | -25.0% |
| Q1 2022 | $644,000 | +276.6% | 5,900 | +436.4% | 0.00% | +300.0% |
| Q4 2021 | $171,000 | – | 1,100 | – | 0.00% | – |
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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% |