UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,863 | -21.8% | 15,377 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $561,253 | +146.8% | 15,673 | +3.7% | 0.00% | – |
| Q1 2023 | $227,428 | +65.2% | 15,119 | +45.2% | 0.00% | – |
| Q4 2022 | $137,635 | -45.2% | 10,411 | -13.8% | 0.00% | – |
| Q3 2022 | $251,000 | -38.9% | 12,083 | -7.1% | 0.00% | -100.0% |
| Q2 2022 | $411,000 | -55.4% | 13,000 | +53.8% | 0.00% | 0.0% |
| Q1 2022 | $922,000 | +179.4% | 8,454 | +288.0% | 0.00% | 0.0% |
| Q4 2021 | $330,000 | -70.6% | 2,179 | -44.5% | 0.00% | -50.0% |
| Q3 2021 | $1,122,000 | +218.8% | 3,923 | +39.3% | 0.00% | +100.0% |
| Q2 2021 | $352,000 | – | 2,816 | – | 0.00% | – |
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% |