UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 61 filers reported holding UPSTART HLDGS INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 5.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,349,130 | +125.4% | 93,525 | 0.0% | 0.02% | +87.5% |
| Q1 2023 | $1,486,112 | +20.2% | 93,525 | 0.0% | 0.01% | +33.3% |
| Q4 2022 | $1,236,400 | -36.4% | 93,525 | 0.0% | 0.01% | -33.3% |
| Q3 2022 | $1,944,000 | -34.3% | 93,525 | 0.0% | 0.01% | -30.8% |
| Q2 2022 | $2,957,000 | -71.0% | 93,525 | 0.0% | 0.01% | -62.9% |
| Q1 2022 | $10,203,000 | -41.9% | 93,525 | -19.5% | 0.04% | -5.4% |
| Q4 2021 | $17,570,000 | -40.6% | 116,125 | +24.2% | 0.04% | -48.6% |
| Q3 2021 | $29,595,000 | -78.9% | 93,525 | -91.7% | 0.07% | -76.5% |
| Q2 2021 | $140,156,000 | -40.4% | 1,122,149 | -49.5% | 0.31% | -47.2% |
| Q1 2021 | $235,349,000 | +217.0% | 2,222,149 | 0.0% | 0.58% | +194.4% |
| Q4 2020 | $74,253,000 | – | 2,222,149 | – | 0.20% | – |
Download | ||||||
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% |